Connect finlight and Missive to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Find or Create Contact
Create Draft
Create Post
Update Task
Find Contact
List Contact Books
List Conversation
List Responses
List Shared Labels
List Teams
List Users
Ready to use finlight and Missive 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 Contact
Triggers when a new contact is created
New Comment
Triggers when a new comment is added
New Message
Triggers when a new message is received through email ,sms etc
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 Contact
Creates a new contact
Update Contact
Updates an existing contact details
Create Task
Creates a new task
Find or Create Contact
Find an existing contact . Optionally Creates a new contact if none is found
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Frequently Asked Questions
To start, connect both your finlight and Missive accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Missive (or vice versa).
Absolutely. You can customize how finlight data is recorded in Missive. This includes choosing which data fields go into which fields of Missive, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Missive 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 Missive. 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 Missive
Email, group chat and tasks for productive teams. One app for all your internal and external communication.
Learn More
