Connect finlight and Gist to Build Intelligent Automations

Choose a Trigger

finlight

When this happens...

Choose an Action

Gist

Automatically do this!

Ready to use finlight and Gist automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

Request a new Trigger for finlight

Do thisActions

Action is the task that follows automatically within your finlight integrations.

List all Sources

List all Sources

Retrieve a list of all article sources supported by Finlight.

Search Articles

Search Articles

Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.

Get Article By Link

Get Article By Link

Fetch a Finlight article and its content/entities using a public article URL.

Create or Update Contact

Create or Update Contact

Creates a new Contact or updates an existing one.

Add Tag to an Existing Contact

Add Tag to an Existing Contact

Apply a tag to an existing contact.

Remove Tag From Existing Contact

Remove Tag From Existing Contact

Removes a tag from an existing contact.

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Frequently Asked Questions

How do I start an integration between finlight and Gist?

To start, connect both your finlight and Gist accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Gist (or vice versa).

Can we customize how data from finlight is recorded in Gist?

Absolutely. You can customize how finlight data is recorded in Gist. This includes choosing which data fields go into which fields of Gist, setting up custom formats, and filtering out unwanted information.

How often does the data sync between finlight and Gist?

The data sync between finlight and Gist typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from finlight to Gist?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between finlight and Gist?

Yes, you can set conditional logic to control the flow of data between finlight and Gist. 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.

finlight

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.

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Gist

About Gist

Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.

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