Connect finlight and Heap Analytics to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Track Event
Add User to Heap
Delete Users
Add User Properties
Add Account Properties
Get User Deletion Status
Ready to use finlight and Heap Analytics 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
Track Event
Send an event to Heap
Add User to Heap
Create or update a user in Heap
Delete Users
Submit users for deletion
Add User Properties
Add or update user properties
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Frequently Asked Questions
To start, connect both your finlight and Heap Analytics accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Heap Analytics (or vice versa).
Absolutely. You can customize how finlight data is recorded in Heap Analytics. This includes choosing which data fields go into which fields of Heap Analytics, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Heap Analytics 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 Heap Analytics. 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 Heap Analytics
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
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