Connect finlight and Intercorp BAS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Search Client
Search Profile
Ready to use finlight and Intercorp BAS automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
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Frequently Asked Questions
To start, connect both your finlight and Intercorp BAS accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Intercorp BAS (or vice versa).
Absolutely. You can customize how finlight data is recorded in Intercorp BAS. This includes choosing which data fields go into which fields of Intercorp BAS, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Intercorp BAS 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 finlight and Intercorp BAS. 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.
Learn MoreAbout Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
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