Connect finlight and ClearFeed
Integrate finlight with ClearFeed to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Custom Field in Clearfeed when New Article Arrives in Finlight
Delete Custom Field in ClearFeed when New Article Arrives in Finlight
Add Message to Request in ClearFeed when New Article Arrives in Finlight
List Custom Fields from ClearFeed when New Article Arrives in Finlight
Create Request in ClearFeed when New Article Arrives in Finlight
Popular finlight + ClearFeed flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
ClearFeed
Automatically do this!
Update Custom Field
Delete Custom Field
Add Message to Request
List Custom Fields
Create Request
Get Request
List Requests
List Collections
Find Request by Slack Message
Add Channels to Collection
Clone Collection
Create Custom Field
Update Custom Field in Clearfeed when New Article Arrives in Finlight
Use this flowDelete Custom Field in ClearFeed when New Article Arrives in Finlight
Use this flowAdd Message to Request in ClearFeed when New Article Arrives in Finlight
Use this flowList Custom Fields from ClearFeed when New Article Arrives in Finlight
Use this flowCreate Request in ClearFeed when New Article Arrives in Finlight
Use this flowGet Request from ClearFeed when New Article Arrives in Finlight
Use this flowList Requests in Clearfeed when New Article Arrives in Finlight
Use this flowList Collections in ClearFeed when New Article Arrives in Finlight
Use this flowFind Request by Slack Message in ClearFeed when New Article Arrives in Finlight
Use this flowAdd Channels to Collection in ClearFeed when New Article Arrives in Finlight
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and ClearFeed.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
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
Update Custom Field
Update the name or configuration (select/multi-select options or text length) of an existing ClearFeed custom field by ID.
Delete Custom Field
Delete a selected ClearFeed custom field.
Add Message to Request
Posts a reply or private note, optionally with attachments, to a request.
List Custom Fields
List custom fields for requests or customers; filter by entity type and choose response fields.
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 ClearFeed
ClearFeed is a customer support platform that helps teams manage and respond to customer requests from Slack, including shared inboxes, ticket routing, and support workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and ClearFeed 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 ClearFeed 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 ClearFeed. No coding required.
Yes. You can set up a workflow where finlight triggers actions in ClearFeed, and a separate workflow where ClearFeed 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 ClearFeed. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and ClearFeed integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
