Connect finlight and Instantly
Integrate finlight with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Sources from Finlight when New Lead in Campaign in Instantly.ai
Search Articles in Finlight when New Lead in Campaign in Instantly.ai
List All Sources from Finlight when New Email Received
Search Articles in Finlight when New Email Received
Search Articles in Finlight when New Email Sent via Instantly
Popular finlight + Instantly flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Instantly
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
Update Campaign
List All Sources from Finlight when New Lead in Campaign in Instantly.ai
Use this flowSearch Articles in Finlight when New Lead in Campaign in Instantly.ai
Use this flowList All Sources from Finlight when New Email Received
Use this flowSearch Articles in Finlight when New Email Received
Use this flowSearch Articles in Finlight when New Email Sent via Instantly
Use this flowList All Sources from Finlight when Campaign Completed in Instantly
Use this flowSearch Articles in Finlight when Campaign Completed in Instantly
Use this flowSearch Articles in Finlight when Lead Marked as not interested in Instantly
Use this flowList All Sources from Finlight when Lead Marked as interested in Instantly
Use this flowList All Sources from Finlight when Lead Marked as not interested in Instantly
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Instantly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
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 all article sources.
Search Articles
Search articles with filters
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Instantly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between finlight and Instantly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Instantly. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Instantly, and a separate workflow where Instantly triggers actions in finlight. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between finlight and Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
