Connect DragApp and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Cards
Choose an Action
Automatically do this!
List all Sources
Search Articles
Ready to use DragApp and finlight automations
Trigger an AI plugin action from a webhook and return the result
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Automate Instagram Comment Replies + Smart DMs for Keywords
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Cards
Retrieves task cards created in the selected board column within the specified time window.
New Article
Triggers when a new article matching your query is available.
Do thisActions
Action is the task that follows automatically within your DragApp integrations.
Create Card
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add Card Comment
Add a comment to the card (found by title) in the selected board and column.
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.
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Frequently Asked Questions
To start, connect both your DragApp and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in finlight (or vice versa).
Absolutely. You can customize how DragApp 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 DragApp 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 DragApp 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 DragApp
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
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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