Connect finlight and Breakcold
Integrate finlight with Breakcold to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Lead in Breakcold when New Article Arrives in Finlight
Create List in Breakcold when New Article Arrives in Finlight
Create Reminder in Breakcold when New Article Arrives in Finlight
Create a Note in Breakcold when New Article Arrives in Finlight
Search Lead in Breakcold when New Article Arrives in Finlight
Popular finlight + Breakcold flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Breakcold
Automatically do this!
Create or Update Lead
Create List
Create Reminder
Create a Note
Search Lead
Create or Update Lead in Breakcold when New Article Arrives in Finlight
Use this flowCreate List in Breakcold when New Article Arrives in Finlight
Use this flowCreate Reminder in Breakcold when New Article Arrives in Finlight
Use this flowCreate a Note in Breakcold when New Article Arrives in Finlight
Use this flowSearch Lead in Breakcold when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when New Lead in Breakcold
Use this flowSearch Articles in Finlight when New Lead in Breakcold
Use this flowList All Sources from Finlight when New List in Breakcold
Use this flowSearch Articles in Finlight when New List in Breakcold
Use this flowList All Sources from Finlight when New Tag in Breakcold
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Breakcold.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Lead
Runs when a new lead is created in Breakcold.
New List
Runs when a new list is created.
New Tag
Runs when a new tag is created.
New Status
Runs when a new status 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 or Update Lead
Creates a new lead or updates an existing lead in Breakcold.
Create List
Adds a new list to your Breakcold account.
Create Reminder
Adds a reminder to a lead in your Breakcold account.
Create a Note
Create a lead note in Breakcold.
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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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 Breakcold
AI-native sales CRM that automates lead capture, pipeline movement, and task creation across Email, LinkedIn, WhatsApp, and Telegram. Provides meeting intelligence, enrichment, webhooks and a public REST API (api.breakcold.com) for integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Breakcold 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 Breakcold 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 Breakcold. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Breakcold, and a separate workflow where Breakcold 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 Breakcold. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Breakcold integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
