Connect finlight and 2Chat to Build Intelligent Automations

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finlight

When this happens...

Choose an Action

2Chat

Automatically do this!

Ready to use finlight and 2Chat automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

New WhatsApp Message Received

New WhatsApp Message Received

Runs when a new WhatsApp message is received in 2Chat.

New WhatsApp Message Sent

New WhatsApp Message Sent

Runs when a new WhatsApp message is sent in 2Chat.

New WhatsApp Message

New WhatsApp Message

Runs when a new WhatsApp message is sent or received.

WhatsApp Call Received

WhatsApp Call Received

Runs when a new WhatsApp call is received.

New Message Reaction

New Message Reaction

Runs when someone reacts to a message.

Do thisActions

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

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.

Create Contact

Create Contact

Creates a new contact in your system with the provided contact details.

Create Channel

Create Channel

The "Create Channel" action allows you to set up a new WhatsApp channel

Set WhatsApp About

Set WhatsApp About

Sets the About text on your 2Chat-connected WhatsApp number.

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Frequently Asked Questions

How do I start an integration between finlight and 2Chat?

To start, connect both your finlight and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in 2Chat (or vice versa).

Can we customize how data from finlight is recorded in 2Chat?

Absolutely. You can customize how finlight data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.

How often does the data sync between finlight and 2Chat?

The data sync between finlight and 2Chat 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 finlight to 2Chat?

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 finlight and 2Chat?

Yes, you can set conditional logic to control the flow of data between finlight and 2Chat. 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.

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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2Chat

About 2Chat

2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.

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