Finmo

finmo is a next generation treasury operating system offering real time payments, cash management, fx risk management, and api integrations integrating with make com enables automated financial workflows, real time data sync, and streamlined treasury operations for businesses 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 support 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 finmo account and an api key, create your account on finmo app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 bearer token authentication bearer token authentication instructions you need to generate an authentication token login to your platform using your credentials if you are a brokerage admin, navigate to the brokerage settings integrations page if you are a team admin, log in to your team account and navigate to the integrations page click the generate new token button copy and save the generated token when it is presented in the modal 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}} log in in your make account , 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 connect an application 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 chosen service, allowing you to manage or interact with it through your workflows create borrower adds a new borrower to your system by collecting and storing their relevant details create borrower living address adds a new living address for a borrower in the system this module lets you specify and save the borrower's current residential address details create document request create a document request this module allows you to initiate a new request for a document within the connected app or service it helps you start the process of generating or collecting specific documents, making it easier to manage document workflows directly from your scenario get application retrieves detailed information about a specific application get borrower retrieves detailed information about a specific borrower list application the "list application" module lets you retrieve a list of all applications connected to your account this is helpful for quickly viewing and managing the different apps you have integrated update borrower living address update the borrower's current residential address update document request status update the status of a specific document request this module lets you change the current status (such as pending, approved, or rejected) of a document request to help you track its progress more effectively templates you can look for more templates in make's template gallery , 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 finmo website finmo documentation finmo api documentation finmo page on make