Connect finlight and case status to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
- Request a new Action for case status
Enable Integrations or automations with these events of finlight and case status
Enable Integrations or automations with these events of finlight and case status
Triggers
New Article Arrives
Runs when new article arrives
Actions
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
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Frequently Asked Questions
To start, connect both your finlight and case status accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in case status (or vice versa).
Absolutely. You can customize how finlight data is recorded in case status. This includes choosing which data fields go into which fields of case status, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and case status 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 case status. 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 case status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
Learn More
