Connect CoachingOS and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch Leads
Choose an Action
Automatically do this!
List All Sources
Search Articles
Ready to use CoachingOS and finlight automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch Leads
Fetches new leads from your CoachingOS account and triggers the workflow automatically.
New Article Arrives
Runs when new article arrives
Do thisActions
Action is the task that follows automatically within your CoachingOS integrations.
Create Contact
Create a new contact in CoachingOS.
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
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Frequently Asked Questions
To start, connect both your CoachingOS and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in CoachingOS triggers actions in finlight (or vice versa).
Absolutely. You can customize how CoachingOS 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 CoachingOS 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 CoachingOS 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 CoachingOS
A platform to manage coaching centers, including student enrollment, scheduling, course materials, progress tracking, and payments.
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.
Learn More
