--- title: Finmo by Codex Solutions International slug: finmo-701tro description: How to integrate Finmo with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_finmo-community.png docTags: createdAt: 2025-11-01T02:52:26.982Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/finmo-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | 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. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Finmo.](https://finmo.net/) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/finmo-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **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. ::::WorkflowBlock :::WorkflowBlockItem Log in to your account on the platform. ::: :::WorkflowBlockItem Navigate to the Dashboard. ::: :::WorkflowBlockItem Generate a new Access API key and Secret API key pair. ::: :::WorkflowBlockItem Obtain your Access API key and Secret API key from the Dashboard. ::: :::WorkflowBlockItem Note that the Secret API key is visible only once when you create the key pair. ::: :::: :::hint{type="info"} 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 :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Finmo module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Finmo modules After connecting to the Finmo app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create Application Creates a new application in your account, allowing you to start managing and configuring its settings. ::: :::ExpandableHeading ### Create Borrower Adds a new borrower to your system by collecting and storing their relevant details. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create Document Request Creates a new document request, allowing you to collect documents or files from others easily. ::: :::ExpandableHeading ### Get Application Retrieve detailed information about a specific application. ::: :::ExpandableHeading ### Get Borrower Retrieve detailed information about a specific borrower from your system. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update Borrower Living Address Update the borrower's current residential address. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), 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 : - [Finmo website](https://finmo.net/) - [Finmo documentation](https://help.finmo.ca/en/) - [Finmo API documentation](https://app.finmo.ca/api/documentation) - [Finmo page on make](https://www.make.com/en/integrations/finmo-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::