What actions can I run in Finmo?

3 actions are available, including "Search Applications", "Create an Application", and "Make an API Call". Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Finmo Integrations

Mortgage application platform for brokers to manage deals, borrowers, and lender submissions. Sync Finmo invoices, payments, and ledgers with CRM, billing, and ops tools.

Explore Documentation

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Watch EventsTriggers when a specified event occurs in deals, documents, lenders, borrowers.
Search ApplicationsSearches for applications by specified criteria.
Create an ApplicationCreates a new application.
Make an API CallPerforms an arbitrary authorized API call.

When to use Finmo

Common scenarios where Finmo automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Events" fires in Finmo — start multi-step automations without polling or manual checks.
Automate "Create an Application" in Finmo as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Create an Application" from Finmo with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Finmo to WEXTL®

Field	Type	Help
API Key / TokenRequired	text	A token can be generated from `General Settings` -> `Integrations`. See more....
EnvironmentRequired	select	—

Use in workflow automation

Start from Finmo’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create an Application as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 4 ready-made steps for finance work, and every run records what went in and what came back.

Finmo workflow on the canvas: Watch Events then Create an Application

Frequently asked questions

Common questions about automating Finmo in your workflows.

Finmo has 1 trigger, including "Watch Events". Use them to start workflows the moment Finmo events fire — no polling required.

Field

Type

Help

API Key / TokenRequired

text

A token can be generated from General Settings -> Integrations. See more....

EnvironmentRequired

select

—

Use in workflow automation

Start from Finmo’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create an Application as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 4 ready-made steps for finance work, and every run records what went in and what came back.

Finmo Integrations

When to use Finmo

How to connect

Use in workflow automation

Frequently asked questions

Finmo Integrations

When to use Finmo

How to connect

Connect Finmo to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Finmo to any app in workflows

Connect Finmo to any app in workflows

Connect Finmo to any app in workflows

Finmo Integrations

Finmo triggers and actions

When to use Finmo

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Finmo support?

What actions can I run in Finmo?

Do I need to write code to automate this?

Is the integration secure?

Finmo Integrations

Finmo triggers and actions

When to use Finmo

How to connect

Connect Finmo to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Finmo support?

What actions can I run in Finmo?

Do I need to write code to automate this?

Is the integration secure?

Connect Finmo to any app in workflows

Connect Finmo to any app in workflows

Connect Finmo to any app in workflows