Connect finlight and Booqable to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
List All Customers
List All Users
List All Products
List All Provinces
List All Payments
List All Orders
List All Notes
List All Employees
List All Documents
List All Collections
List All Items
Find Customer by ID
Find Customer by Email or Name
List All Emails
Create Customer
Update Customer
Delete Customer
Find Order by ID
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List all Sources
Retrieve a list of all article sources supported by Finlight.
Search Articles
Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.
Get Article By Link
Fetch a Finlight article and its content/entities using a public article URL.
List All Customers
Retrieves the details of all customers
List All Users
Retrieves the details of all users
List All Products
Retrieves the details of all products
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Frequently Asked Questions
To start, connect both your finlight and Booqable accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Booqable (or vice versa).
Absolutely. You can customize how finlight data is recorded in Booqable. This includes choosing which data fields go into which fields of Booqable, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Booqable 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 Booqable. 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 Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
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