Connect ChatBot and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
User Created
Choose an Action
Automatically do this!
List all Sources
Search Articles
Get Article By Link
Ready to use ChatBot and finlight automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
Do thisActions
Action is the task that follows automatically within your ChatBot integrations.
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
Add Users to Segments
Adds one or more Users to one or more Segments.
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Frequently Asked Questions
To start, connect both your ChatBot and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBot triggers actions in finlight (or vice versa).
Absolutely. You can customize how ChatBot data is recorded in finlight. This includes choosing which data fields go into which fields of finlight, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBot and finlight 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 ChatBot and finlight. 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 ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
Learn MoreAbout 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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