Connect finlight and monday.com to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Board
Archive Board
Get Item Column Values
Create Column
Create Group
Delete Item
Get Board Groups
Update Board
Delete Board
Archive Group
Archive Item
Create Subitem
Create Update
Delete Group
Duplicate Group
Update Group
Delete Column
List All Boards
Create Item
List Updates
Update Item Column Values
Send Notification to Selected User
Ready to use finlight and monday.com 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 Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a board is created or updated
New Item Created
Runs when a new item is created on a board.
Subitem Is Updated
Runs when a subitem is updated on a board.
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 Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
Create Column
Add a new column to a board with the selected type and title.
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Frequently Asked Questions
To start, connect both your finlight and monday.com accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in monday.com (or vice versa).
Absolutely. You can customize how finlight data is recorded in monday.com. This includes choosing which data fields go into which fields of monday.com, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and monday.com 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 monday.com. 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 monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn More
