Connect finlight and KarmaCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
List All Companies
List All Contacts
Create Company
Create Contact
Create Deal
Find Company
Find Contact
List All Activities
List All Calendars
List All Deals
List All Histories
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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.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
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.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
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Frequently Asked Questions
To start, connect both your finlight and KarmaCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in KarmaCRM (or vice versa).
Absolutely. You can customize how finlight data is recorded in KarmaCRM. This includes choosing which data fields go into which fields of KarmaCRM, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and KarmaCRM 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 KarmaCRM. 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 KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
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