Integrate finlight with SMS Everyone to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
finlight
When this happens...
New Article Arrives
SMS Everyone
Automatically do this!
Get campaign status
Cancel an SMS
Get delivery status
Get SMS Replies
Get campaign status from SMS Everyone when New Article Arrives in Finlight
Use this flowCancel an SMS in SMS Everyone when New Article Arrives in Finlight
Use this flowGet delivery status from SMS Everyone when New Article Arrives in Finlight
Use this flowGet SMS Replies from SMS Everyone when New Article Arrives in Finlight
Use this flowEverything you can automate between finlight and SMS Everyone.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new article arrives
Action is the task that follows automatically within your finlight integrations.
Retrieve all article sources.
Search articles with filters
Check the current status of a campaign.
Cancel a campaign to stop its scheduled SMS messages.
Check the delivery status of a campaign or message (Delivery receipts)
Get all SMS replies from your account.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 moreSMS Everyone is a versatile platform designed to streamline communication through SMS. It offers robust features for sending and managing text messages, making it ideal for businesses and individuals looking to enhance their communication strategies.
Learn moreSign up for a free viaSocket account, then authorize both your finlight and SMS Everyone accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between finlight and SMS Everyone as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SMS Everyone. No coding required.
Yes. You can set up a workflow where finlight triggers actions in SMS Everyone, and a separate workflow where SMS Everyone triggers actions in finlight. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between finlight and SMS Everyone. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and SMS Everyone integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.