Requirements
Connecting Finmo takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your Finmo credentials
- API Key / TokentextRequired
A token can be generated from
[1]General Settings->Integrations. See more.... - EnvironmentselectRequired
Connect Finmo in WEXTL
- Log in to your WEXTL account, add the Finmo node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Finmo account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Finmo node modules
The list below is a reference of every Finmo node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Finmo node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch EventsTrigger
No fields documented.
Search ApplicationsSearch
| Field | Type |
|---|---|
Search byRequired | choice |
| Broker ID | text |
| Search | text |
| Limit | number |
| Field | Type |
|---|---|
| ID | text |
| Goal | text |
| Deal Name | text |
| Borrower Names | array |
| Purchase Price | number |
| Down Payment | number |
| Use | text |
| Process | text |
| Closing Date | text |
| Documents Status | text |
| Documents Due Date | date |
| Cof | text |
| Created At | date |
| Updated At | date |
| Expert ID | text |
| Compliance Status | text |
| Compliance Review Submitted at | date |
| Credit Consent Date | date |
| Status | text |
| Insurance Email Sent at | date |
Create an ApplicationAction
| Field | Type |
|---|---|
Applicant OptionRequired | choice |
Team IDRequired | text |
| Deal Agent ID | text |
| Send Invite | boolean |
| Send SMS | boolean |
| Notes | text |
GoalRequired | choice |
| External ID | text |
| Applicant Language | choice |
| Field | Type |
|---|---|
| Property ID | text |
| Goal | text |
| Purchase Price | number |
| Down Payment | number |
| Use | text |
| Process | text |
| Closing Date | text |
| Mortgage Amount Requested | number |
| Improvement Cost | number |
| Improvement Description | text |
| Security Deposit Amount | number |
| Purchase Timeline | text |
| Cof | text |
| Approval Type | text |
| Subject Property Province | text |
| External ID | text |
| ID | text |
| Created at | date |
| Updated at | date |
| Status | text |
Templates
Look for Finmo templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Adyen[2]Global payment platform for online, in-person, and unified commerce transactions.
- ChargebeeSubscription billing for customers, plans, invoices, and payments.
- CoinbaseCryptocurrency exchange and payments platform for trading, transfers, and digital asset orders.
- BilltrustB2B accounts receivable and payment automation platform for invoices, collections, and cash application.
- CoinGeckoLook up crypto coin prices, market data, and exchange rankings with CoinGecko.
References
- WEXTL® Finmo Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Finmo.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:11
