Connect finlight and Heartbeat to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Ready to use finlight and Heartbeat 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 Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
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
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
Find User
Find the user by their E-mail id.
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Frequently Asked Questions
To start, connect both your finlight and Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Heartbeat (or vice versa).
Absolutely. You can customize how finlight data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Heartbeat 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 Heartbeat. 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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn More
