Connect finlight and Front to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Contact
Create Account
Add Contact Handle
Add Comment
Remove Conversation Links
Import Message
Assign Conversation
Add Conversation Link
Add Conversation Tags
Create Draft
Ready to use finlight and Front 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 Contact
Creates a new contact.
Create Account
Creates a new Account.
Add Contact Handle
Add a handle (email, phone, etc) to a Contact.
Add Comment
Add a comment to a conversation.
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Frequently Asked Questions
To start, connect both your finlight and Front accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Front (or vice versa).
Absolutely. You can customize how finlight data is recorded in Front. This includes choosing which data fields go into which fields of Front, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Front 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 Front. 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 Front
Front is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.
Learn More
