Connect finlight and Botpress
Integrate finlight with Botpress to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Workspace in Botpress when New Article Arrives in Finlight
Update Workspace in Botpress when New Article Arrives in Finlight
Delete Workspace in Botpress when New Article Arrives in Finlight
Update Account in Botpress when New Article Arrives in Finlight
List All Sources from Finlight when New Workspace in Botpress
Popular finlight + Botpress flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Botpress
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
Update Account
Create Workspace in Botpress when New Article Arrives in Finlight
Use this flowUpdate Workspace in Botpress when New Article Arrives in Finlight
Use this flowDelete Workspace in Botpress when New Article Arrives in Finlight
Use this flowUpdate Account in Botpress when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when New Workspace in Botpress
Use this flowSearch Articles in Finlight when New Workspace in Botpress
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Botpress.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Workspace
Trigger when new workspace 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 Workspace
Creates a Workspace.
Update Workspace
Update an existing workspace.
Delete Workspace
Delete an Existing Workspace.
Update Account
Update an Existing Account.
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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From idea to automation.
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 Botpress
Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Botpress 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 Botpress 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 Botpress. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Botpress, and a separate workflow where Botpress 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 Botpress. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Botpress integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
