Put Finmo to work with AI and enterprise-grade automation
Automate smarter with Finmo and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
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- Easy visual workflow builder
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Or pick an app to pair with
Pipedrive
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
Google Contacts
Contact Management, Google
HubSpot
Marketing Automation
Mailchimp
Marketing Automation
ActiveCampaign
Marketing Automation
Microsoft Excel
Microsoft, Spreadsheets
Bitrix24 CRM
CRM (Customer Relationship Management)
Microsoft SharePoint
Microsoft, Team Collaboration
Pipedrive
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
Google Contacts
Contact Management, Google
HubSpot
Marketing Automation
Mailchimp
Marketing Automation
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
Google Contacts
Contact Management, Google
HubSpot
Marketing Automation
Mailchimp
Marketing Automation
ActiveCampaign
Marketing Automation
Microsoft Excel
Microsoft, Spreadsheets
Bitrix24 CRM
CRM (Customer Relationship Management)
Microsoft SharePoint
Microsoft, Team Collaboration
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
For builders
Let your AI safely access Finmo
Go beyond Zap workflows. Install Zapier in your AI to call Finmo actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Finmo from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Finmo actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Finmo connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "finmo", owner: "me" });
await zapier.runAction({
app: 'finmo',
action: '{actionName}',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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