Connect finlight and Sukam Apps CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article
Choose an Action
Automatically do this!
Create a Lead
Create Contact
Create Account
Create Ticket
Create Opportunity
Ready to use finlight and Sukam Apps CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article
Triggers when a new article matching your query is available.
New Lead Is Added
Runs when new lead is added
Lead Updated
Triggers when a lead updates
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.
Create a Lead
Add a new lead to your CRM
Create Contact
Add contact/lead with fields
Create Account
Create account/lead record
Create Ticket
Create a new support ticket
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Frequently Asked Questions
To start, connect both your finlight and Sukam Apps CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Sukam Apps CRM (or vice versa).
Absolutely. You can customize how finlight data is recorded in Sukam Apps CRM. This includes choosing which data fields go into which fields of Sukam Apps CRM, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Sukam Apps CRM 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 Sukam Apps CRM. 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 Sukam Apps CRM
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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