Connect finlight and Financial Cents
Integrate finlight with Financial Cents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Clients in Financial Cents when New Article Arrives in Finlight
Create Contact in Financial Cents when New Article Arrives in Finlight
Create Client in Financial-cents when New Article Arrives in Finlight
Update Contact in Financial Cents when New Article Arrives in Finlight
Find Contacts in Financial Cents when New Article Arrives in Finlight
Popular finlight + Financial Cents flows
Start from a real workflow other teams are already running.
Find Clients in Financial Cents when New Article Arrives in Finlight
Use this flowCreate Contact in Financial Cents when New Article Arrives in Finlight
Use this flowCreate Client in Financial-cents when New Article Arrives in Finlight
Use this flowUpdate Contact in Financial Cents when New Article Arrives in Finlight
Use this flowFind Contacts in Financial Cents when New Article Arrives in Finlight
Use this flowFind Templates in Financial Cents when New Article Arrives in Finlight
Use this flowCreate Project Resources in Financial Cents when New Article Arrives in Finlight
Use this flowUpdate Client in Financial Cents when New Article Arrives in Finlight
Use this flowSearch Articles in Finlight when New Contact in Financial Cents
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Financial Cents.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Update Client
Trigger when client updated
Delete Contact
Trigger when contact delete .
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
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
Update Contact
Update an existing contact, probably with input from previous steps.
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 more
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Financial Cents 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 Financial Cents 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 Financial Cents. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Financial Cents, and a separate workflow where Financial Cents 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 Financial Cents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Financial Cents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
