Connect finlight and Shortcut to Build Intelligent Automations

Choose a Trigger

finlight

When this happens...

Choose an Action

Shortcut

Automatically do this!

Ready to use finlight and Shortcut automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

New Category

New Category

Triggers when a new Category is Created.

New Story

New Story

Triggers when a new Story is Created.

New Epic

New Epic

Triggers when a new epic is created.

New Label

New Label

Triggers when a new label is created.

Request a new Trigger for finlight

Do thisActions

Action is the task that follows automatically within your finlight integrations.

List all Sources

List all Sources

Retrieve a list of all article sources supported by Finlight.

Search Articles

Search Articles

Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.

Get Article By Link

Get Article By Link

Fetch a Finlight article and its content/entities using a public article URL.

Create Story

Create Story

Creates a new story in Shortcut.

Search Stories

Search Stories

Finds stories in your Shortcut workspace using a text query or selected filters.

Create  a  Category

Create a Category

Creates a new Category in Shortcut.

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Frequently Asked Questions

How do I start an integration between finlight and Shortcut?

To start, connect both your finlight and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Shortcut (or vice versa).

Can we customize how data from finlight is recorded in Shortcut?

Absolutely. You can customize how finlight data is recorded in Shortcut. This includes choosing which data fields go into which fields of Shortcut, setting up custom formats, and filtering out unwanted information.

How often does the data sync between finlight and Shortcut?

The data sync between finlight and Shortcut typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from finlight to Shortcut?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between finlight and Shortcut?

Yes, you can set conditional logic to control the flow of data between finlight and Shortcut. 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.

finlight

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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Shortcut

About Shortcut

Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.

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