Connect finlight and Memberspot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
List Users
Get All Offers
Grant Access
Set Offer State
Set Order State
Find Member by Email
Grant Offer to User by Email
Set Offer Expires
Set Member Custom Fields
Remove Members
List Course Progress By Email
Get Course Progress
Grant Chapter Access
Grant Offer To User By ID
Set Offer State by UID
Set Order State By UID
Get Member By UID
Delete Users By Uid
List Member Course Progress
Ready to use finlight and Memberspot 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 User Is Created
Runs when new user is created
New Offer Is Created
Runs when new offer is created
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
List Users
List users matching criteria
Get All Offers
Retrieve all offers
Grant Access
Grants access to a course (when the member is not existing, the member will be created)
Set Offer State
Toggle a user's offer state
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Frequently Asked Questions
To start, connect both your finlight and Memberspot accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Memberspot (or vice versa).
Absolutely. You can customize how finlight data is recorded in Memberspot. This includes choosing which data fields go into which fields of Memberspot, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Memberspot 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 Memberspot. 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 Memberspot
Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.
Learn More
