Connect Club Planner and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Club Planner
Choose an Action
Automatically do this!
List all Sources
Search Articles
Get Article By Link
Ready to use Club Planner and finlight 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.
Do thisActions
Action is the task that follows automatically within your Club Planner integrations.
Create Prospect
Add a new prospect.
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.
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Frequently Asked Questions
To start, connect both your Club Planner and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in finlight (or vice versa).
Absolutely. You can customize how Club Planner 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 Club Planner 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 Club Planner 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 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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