Connect Discourse and finlight to Build Intelligent Automations

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Discourse

When this happens...

Choose an Action

finlight

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Ready to use Discourse and finlight automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Fetch New Posts

Fetch New Posts

Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

Request a new Trigger for Discourse

Do thisActions

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

Create Post

Create Post

Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.

Create Discourse User

Create Discourse User

Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.

Create Tag Group

Create Tag Group

Creates a new tag group in Discourse.

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.

Request a new Action for Discourse

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Frequently Asked Questions

How do I start an integration between Discourse and finlight?

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

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

Absolutely. You can customize how Discourse 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.

How often does the data sync between Discourse and finlight?

The data sync between Discourse and finlight 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 Discourse to finlight?

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 Discourse and finlight?

Yes, you can set conditional logic to control the flow of data between Discourse 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.

Discourse

About Discourse

Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.

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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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