Connect finlight and Freshservice to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Requestor
Add Notes to a Ticket
Create Ticket
Ready to use finlight and Freshservice 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
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
Add Notes to a Ticket
Creates a ticket approval request.
Create Ticket
Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.
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Frequently Asked Questions
To start, connect both your finlight and Freshservice accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Freshservice (or vice versa).
Absolutely. You can customize how finlight data is recorded in Freshservice. This includes choosing which data fields go into which fields of Freshservice, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Freshservice 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 Freshservice. 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 Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
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