Connect finlight and anny
Integrate finlight with anny to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Anny when New Article Arrives in Finlight
Update Booking Status in Anny when New Article Arrives in Finlight
Find Customers in Anny when New Article Arrives in Finlight
Create Booking in Anny when New Article Arrives in Finlight
Update Customer in Anny when New Article Arrives in Finlight
Popular finlight + anny flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
anny
Automatically do this!
Create Customer
Update Booking Status
Find Customers
Create Booking
Update Customer
Find Bookings
Record Booking Check-In or Check-Out
Get Order
Create Customer in Anny when New Article Arrives in Finlight
Use this flowUpdate Booking Status in Anny when New Article Arrives in Finlight
Use this flowFind Customers in Anny when New Article Arrives in Finlight
Use this flowCreate Booking in Anny when New Article Arrives in Finlight
Use this flowUpdate Customer in Anny when New Article Arrives in Finlight
Use this flowFind Bookings in Anny when New Article Arrives in Finlight
Use this flowRecord Booking Check-In or Check-Out in Anny when New Article Arrives in Finlight
Use this flowGet Order in Anny when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when New Booking in Anny
Use this flowSearch Articles in Finlight when New Booking in Anny
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and anny.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Booking
Runs when a new booking is created in your anny organization.
New Confirmed Booking
Runs when a requested booking is accepted.
New Canceled Booking
Runs when a booking is canceled.
Updated Booking
Runs when a booking changes, such as its status, dates or resource.
New Booking Check-In
Runs when a customer checks in to a booking.
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
Create Customer
Create a customer with name, email, phone, company and custom fields; can return existing by email.
Update Booking Status
Accept, reject or cancel a booking.
Find Customers
Find customers by email, mobile or keyword, or get one by ID.
Create Booking
Book a resource and service for a customer, with optional notes and confirmation email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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 moreSimilar apps
About anny
anny is a booking and resource scheduling platform for desks, rooms, services, courses and appointments, with customers, orders and invoices.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and anny 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 anny 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 anny. No coding required.
Yes. You can set up a workflow where finlight triggers actions in anny, and a separate workflow where anny 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 anny. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and anny integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
