Connect finlight and Autopilot
Integrate finlight with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular finlight + Autopilot flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Search Articles in Finlight when New Job in Autopilot
Use this flowSearch Articles in Finlight when New Estimate in Autopilot
Use this flowSearch Articles in Finlight when Updated Estimate in Autopilot
Use this flowAdd Client Address to Autopilot when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when New Job in Autopilot
Use this flowList All Sources from Finlight when Updated Job in Autopilot
Use this flowCreate Client in Autopilot when New Article Arrives in Finlight
Use this flowFind Clients in Autopilot when New Article Arrives in Finlight
Use this flowCreate Job in Autopilot when New Article Arrives in Finlight
Use this flowCreate Invoice in Autopilot when New Article Arrives in Finlight
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Autopilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
New Invoice
Runs when a new invoice is created.
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 Client
Create a client or lead with contact details, service address and tags.
Update Client
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
Find Clients
Search clients and leads by text, email, phone, type, tag or creation date.
Add Client Address
Add a service address to a client, optionally as the primary address.
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 Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Autopilot 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 Autopilot 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 Autopilot. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Autopilot, and a separate workflow where Autopilot 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 Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
