Connect finlight and DonorPerfect
Integrate finlight with DonorPerfect to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular finlight + DonorPerfect flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
DonorPerfect
Automatically do this!
Create or Update Donor
Create or Update Gift
Find Donor
List Donations
Create or Update Donor in DonorPerfect when New Article Arrives in Finlight
Use this flowCreate or Update Gift in DonorPerfect when New Article Arrives in Finlight
Use this flowFind Donor in DonorPerfect when New Article Arrives in Finlight
Use this flowList Donations from DonorPerfect when New Article Arrives in Finlight
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and DonorPerfect.
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
Create or Update Donor
Creates a new donor/contact record in DonorPerfect, or updates an existing one if a Donor ID is supplied.
Create or Update Gift
Create a new gift or update one by Gift ID; set donor, date, amount, and optional field groups.
Find Donor
Search donors by email, donor ID, name, or address fields; returns up to 500 recent donors if no search provided.
List Donations
List donations from DonorPerfect, filtered by donor or record type.
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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AI will build it for you
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 DonorPerfect
DonorPerfect is a comprehensive fundraising software designed to help non-profit organizations manage their donor relationships, track donations, and streamline their fundraising efforts. It offers tools for donor management, online fundraising, event planning, and reporting, making it easier for organizations to engage with their supporters and maximize their fundraising potential.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and DonorPerfect 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 DonorPerfect 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 DonorPerfect. No coding required.
Yes. You can set up a workflow where finlight triggers actions in DonorPerfect, and a separate workflow where DonorPerfect 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 DonorPerfect. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and DonorPerfect integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
