Connect finlight and Callbell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create New Contact
Update Contact With ID
Get Contacts
Fetch Teams
Set Bot Status
List Channels
List Custom Statuses
List Templates
Delete Contact
Ready to use finlight and Callbell automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Contact Is Added
Runs when new contact is added
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
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 New Contact
Create a new contact
Update Contact With ID
Updates an existing Callbell contact by modifying details like name, tags, assigned team/user, bot status, and custom fields.
Get Contacts
Get contacts by UUID or phone
Fetch Teams
Fetch teams or a team by UUID
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Frequently Asked Questions
To start, connect both your finlight and Callbell accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Callbell (or vice versa).
Absolutely. You can customize how finlight data is recorded in Callbell. This includes choosing which data fields go into which fields of Callbell, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Callbell 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 Callbell. 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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