Connect finlight and Guru to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Card
Update Card
Delete Card
Ask a Question
Find answers
Ready to use finlight and Guru automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder/Board Created.
New Folder Updated
Runs when Folder/board is updated
Folder Deleted
Trigger when a new Folder/Board Deleted.
Folder To Pdf Created
Trigger when a Folder/Board To Pdf Created.
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 Card
Creates a new Card.
Update Card
Updates the created card.
Delete Card
Deletes an existing card.
Ask a Question
Submits a question to Guru and returns the answer.
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Frequently Asked Questions
To start, connect both your finlight and Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Guru (or vice versa).
Absolutely. You can customize how finlight data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Guru 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 Guru. 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 Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
Learn More
