Connect finlight and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Get Project Priorities
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
List Tasks
List User Skills
List Users
List Project Templates
List Project Statuses
List Project Fields
List projects
Ready to use finlight and ProjectManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry updated
Triggered when a timesheet entry is updated.
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List all Sources
Retrieve a list of all article sources supported by Finlight.
Search Articles
Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.
Get Article By Link
Fetch a Finlight article and its content/entities using a public article URL.
Create Project
Creates a new project
Create Task
Create a new Task within a specific project.
Create Timesheet Entry
Create a timesheet entry by specifying the person, task, date, and hours. Only one entry per person/task/day is allowed. Use timesheet-update to modify an existing entry.
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Frequently Asked Questions
To start, connect both your finlight and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how finlight data is recorded in ProjectManager. This includes choosing which data fields go into which fields of ProjectManager, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and ProjectManager 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 ProjectManager. 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.
Learn MoreAbout ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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