Connect finlight and Gmail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Send Email
Add or Remove Label to Email
Reply To Email
Get Thread Replies
Search Email Messages
Get Email Attachment
Create Email Draft
List all Mails
Ready to use finlight and Gmail automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email 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
Send Email
send a new email message.
Add or Remove Label to Email
Add or remove a label on a specific email or the first email that matches a subject or sender.
Reply To Email
Reply to a Gmail thread
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
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Step by step guides to integrate finlight and Gmail
Frequently Asked Questions
To start, connect both your finlight and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Gmail (or vice versa).
Absolutely. You can customize how finlight data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Gmail 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 Gmail. 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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