Connect finlight and OnOffice Enterprise to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Agent Log Entry
Create Calendar Appointment
Get Appointments
Get Estate Listings
Create Estate
Ready to use finlight and OnOffice Enterprise 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
Create Agent Log Entry
Create agent activity log
Create Calendar Appointment
Create calendar appointment
Get Appointments
Get appointments between dates
Get Estate Listings
Retrieve estate listings
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Frequently Asked Questions
To start, connect both your finlight and OnOffice Enterprise accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in OnOffice Enterprise (or vice versa).
Absolutely. You can customize how finlight data is recorded in OnOffice Enterprise. This includes choosing which data fields go into which fields of OnOffice Enterprise, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and OnOffice Enterprise 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 OnOffice Enterprise. 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 OnOffice Enterprise
Due to the level of innovation, quality and reliability, onOffice estate software is a web-based tool that enables a plethora of activities such as cloud networking, optimization of work processes, creation of goal-oriented websites as well as efficient marketing.
Learn More
