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 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 https //finmo net/contact us 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, https //finmo net/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/finmo community/ click the install button follow the on screen instructions to complete the setup connect finmo and {{product name}} to get started, you must first create a connection between finmo and {{product name}} , 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 {{product name}} https //www make com/en/register , add the finmo module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page finmo modules after connecting to the finmo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create application creates a new application in your account, allowing you to start managing and configuring its settings create borrower adds a new borrower to your system by collecting and storing their relevant details create borrower living address creates a new living address record for a borrower in your system this module allows you to specify details such as street, city, state, postal code, and country for the borrower's current residence create document request creates a new document request, allowing you to collect documents or files from others easily get application retrieve detailed information about a specific application get borrower retrieve detailed information about a specific borrower from your system list application the "list application" module allows you to retrieve a list of all applications in your account this is useful for viewing and managing all the apps you have connected or created within the platform update borrower living address update the borrower's current residential address update document request status change the status of a document request to reflect its current stage or progress this module allows you to update and track the status of a specific document request, helping you manage your workflow more efficiently templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} finmo resources you can have access to more resources related to this app on the following links https //finmo net/ https //help finmo ca/en/ https //app finmo ca/api/documentation https //www make com/en/integrations/finmo community