Connect finlight and Membervault to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Get User By Email
Add Member to Course
Get Courses
Remove Member From Course
Delete Member
Ready to use finlight and Membervault automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
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
Get User By Email
Retrieve user profile by email
Add Member to Course
Add a member to a course
Get Courses
Retrieve all courses
Remove Member From Course
Remove member from course
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Frequently Asked Questions
To start, connect both your finlight and Membervault accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Membervault (or vice versa).
Absolutely. You can customize how finlight data is recorded in Membervault. This includes choosing which data fields go into which fields of Membervault, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Membervault 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 Membervault. 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 Membervault
MemberVault is a Relationship Marketing Platform that allows users to host courses, membership and other digital products in one place.
Learn More
