Connect finlight and Gist to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create or Update Contact
Add Tag to an Existing Contact
Remove Tag From Existing Contact
Subscribe to a Campaign
Unsubscribe From a Campaign
Find a Contact
Ready to use finlight and Gist 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 or Update Contact
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply a tag to an existing contact.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Subscribe to a Campaign
Subscribe a contact to a specific campaign.
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Frequently Asked Questions
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).
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.
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.
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 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.
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 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.
Learn More
