Connect finlight and Calendly to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
Create Scheduling Link
Cancel Scheduled Event
Mark Invitee as No Show
Create One-Off Meeting
List All Event Types
List Available Event Slots
Get current user
List User Event Slots
Create Booking
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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 Meeting Book or Invitee Created
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
Meeting Is Booked, Canceled, Or Rescheduled
Runs when someone books, cancels, or reschedules a meeting.
New Routing Form Submission
Triggers when a new routing form submission is created.
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.
Create Scheduling Link
Create a booking link people can use to schedule time with you.
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Mark Invitee as No Show
Marks a specific invitee as no show.
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Step by step guides to integrate finlight and Calendly
Frequently Asked Questions
To start, connect both your finlight and Calendly accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Calendly (or vice versa).
Absolutely. You can customize how finlight data is recorded in Calendly. This includes choosing which data fields go into which fields of Calendly, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Calendly 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 Calendly. 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 Calendly
Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.
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