Connect finlight and aloware to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Enroll Contact to Sequence
List Users
Search Contact
Ready to use finlight and aloware 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
Enroll Contact to Sequence
Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API
List Users
Get the list of users.
Search Contact
Search a Contact.
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Frequently Asked Questions
To start, connect both your finlight and aloware accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in aloware (or vice versa).
Absolutely. You can customize how finlight data is recorded in aloware. This includes choosing which data fields go into which fields of aloware, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and aloware 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 aloware. 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 aloware
Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.
Learn More
