Connect finlight and Drip to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Add Tag to Subscriber
Remove Tag From Subscriber
Subscribe to Campaign
Trigger Event
Ready to use finlight and Drip 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 Subscriber
Triggers when a new subscriber is added to Drip.
New Subscriber Tag
Triggers when a new tag is applied to a subscriber.
Remove Subscriber Tag
Triggers when a tag is removed from a subscriber.
New Custom Event
Triggers when a subscriber performs a custom event.
Update Custom Field
Triggers when a subscriber custom field is updated.
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
Add Tag to Subscriber
Adds a tag to a subscriber.
Remove Tag From Subscriber
Removes a tag from a subscriber.
Subscribe to Campaign
Subscribes someone to a campaign.
Trigger Event
Creates an event for a subscriber (e.g. "Signed up for a trial").
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Frequently Asked Questions
To start, connect both your finlight and Drip accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Drip (or vice versa).
Absolutely. You can customize how finlight data is recorded in Drip. This includes choosing which data fields go into which fields of Drip, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Drip 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 Drip. 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 Drip
Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
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