Finmo by Codex Solutions International
  | Finmo is a next-generation treasury operating system enabling real-time global payments, cash management, and FX management for businesses. Integrating with Make.com allows users to automate and streamline complex treasury workflows across multiple financial systems. |
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This is AI-generated content based on official Finmo documentation. The content may still contain errors—please verify important information. If you have questions, contact Finmo directly.
How to get support on Finmo
Finmo is a community-developed application and is subjected to the developer's terms and conditions, which may include applicable fees. Make does not maintain or support this integration. For assistance, please https://f.make.com/r/reachout?app_name=Finmo&app_slug=finmo-community&app_unique_id=finmo-701tro.
Requirements
To use the Finmo app in Make, you must have an active brokerage or team admin account and generate an API token, create your account on Finmo.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Finmo and Make
To get started, you must first create a connection between Finmo and Make, allowing the two services to communicate.
You can connect using the following method: Basic Auth.
Basic Auth Instructions
You need to generate an Access API key and Secret API key pair from the Dashboard.
Log in to your account on the platform.
Navigate to the Dashboard.
Generate a new Access API key and Secret API key pair.
Obtain your Access API key and Secret API key from the Dashboard.
Note that the Secret API key is visible only once when you create the key pair.
Some community developers require an additional specific API Key. Retrieve the required API key from the community developer's dashboard, generally found under Settings/API. For more info, please https://f.make.com/r/reachout?app_name=Finmo&app_slug=finmo-community&app_unique_id=finmo-701tro.
Create the connection in Make
Log in in your Make account, add the Finmo module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: in the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Finmo or follow the on-screen instructions to create the connection. You must also enter any required third-party API keys obtained earlier.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Finmo modules
After connecting to the Finmo app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Finmo resources
You can have access to more resources related to this app on the following links :