Connect finlight and Instantly to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List all Sources
Retrieve a list of all article sources supported by Finlight.
Search Articles
Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.
Get Article By Link
Fetch a Finlight article and its content/entities using a public article URL.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
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Frequently Asked Questions
To start, connect both your finlight and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Instantly (or vice versa).
Absolutely. You can customize how finlight data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Instantly 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 Instantly. 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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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