Connect finlight and MyOperator to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Initiate user call
Initiate Anonymous Call
Ready to use finlight and MyOperator 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 Call Received
Triggered when a new call is received in MyOperator.
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
Initiate user call
Initiate call by user id.
Initiate Anonymous Call
Initiates anonymous Call by Agent number and caller number.
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Frequently Asked Questions
To start, connect both your finlight and MyOperator accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in MyOperator (or vice versa).
Absolutely. You can customize how finlight data is recorded in MyOperator. This includes choosing which data fields go into which fields of MyOperator, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and MyOperator 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 MyOperator. 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 MyOperator
MyOperator is a cloud-based call management system designed to streamline and enhance business communication. It offers features such as call tracking, call recording, and virtual numbers to help businesses manage their customer interactions efficiently. With MyOperator, businesses can improve their customer support and ensure seamless communication with clients.
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