Connect finlight and DataScope to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Assign New Task
Modify Form Answer
Ready to use finlight and DataScope automations
Actions and Triggers
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
Assign New Task
Create a new tasks assigned to specific form and user.
Modify Form Answer
Create or change a new answer
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Frequently Asked Questions
To start, connect both your finlight and DataScope accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in DataScope (or vice versa).
Absolutely. You can customize how finlight data is recorded in DataScope. This includes choosing which data fields go into which fields of DataScope, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and DataScope 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 DataScope. 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 DataScope
DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.
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