Connect finlight and PDF Gate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Upload PDF
Create PDF from URL or HTML
Get Document
Delete Document
Flatten PDF
Compress PDF
Add PDF Protection
Add Watermark to PDF
Ready to use finlight and PDF Gate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
Upload PDF
Upload or convert files to PDF
Create PDF from URL or HTML
Convert URL or HTML to PDF
Get Document
Download protected PDF
Delete Document
Permanently remove a document file
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Frequently Asked Questions
To start, connect both your finlight and PDF Gate accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in PDF Gate (or vice versa).
Absolutely. You can customize how finlight data is recorded in PDF Gate. This includes choosing which data fields go into which fields of PDF Gate, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and PDF Gate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between finlight and PDF Gate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
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