Connect finlight and Onfleet to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Task
List Administrators
Delete Task
Clone Task
List Workers
Get Workers by Location
List Hubs
List Teams
Find Recipient
List Tasks
Ready to use finlight and Onfleet automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Task Created
Triggers when an Onfleet task 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
Create Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Clone Task
Clones a existing task
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Frequently Asked Questions
To start, connect both your finlight and Onfleet accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Onfleet (or vice versa).
Absolutely. You can customize how finlight data is recorded in Onfleet. This includes choosing which data fields go into which fields of Onfleet, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Onfleet 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 Onfleet. 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
Learn More
