Connect finlight and Kommo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Company
Create Contact
Create Lead
Create Link
Create Task
Update Lead
Update Company
Find Lead
List Leads
Ready to use finlight and Kommo 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 Company
Triggers when a new company is created.
New Contact
Triggers when a new contact is created.
Task Updated
Triggers when task is updated.
Lead Responsible User Changed
Triggers when a Lead's responsible user is changed in your Kommo account.
Company Updated
Triggers when company is updated.
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 Company
Create a company into your account.
Create Contact
Create a new contact in your account.
Create Lead
Create a new lead in your kommo account.
Create Link
Create new link in your kommo account.
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Step by step guides to integrate finlight and Kommo
Frequently Asked Questions
To start, connect both your finlight and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Kommo (or vice versa).
Absolutely. You can customize how finlight data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Kommo 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 Kommo. 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 Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Learn More
