Connect finlight and Open CPD
Integrate finlight with Open CPD to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular finlight + Open CPD flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Open CPD
Automatically do this!
Generate Certificate
Verify Certificate
Supported Triggers & Actions
Everything you can automate between finlight and Open CPD.
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
Generate Certificate
Issues a CPD certificate and digital badge for one trainee, and emails it to them if an email address is given.
Verify Certificate
Looks up a certificate by its ID and returns its details, so you can confirm it is genuine.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Open CPD
Open CPD is a self-accreditation platform: training providers accredit their own training and issue verifiable CPD certificates and digital badges. Issue a certificate automatically when someone attends an event, completes a course or passes a quiz in another app, and check any certificate by its ID.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Open CPD accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between finlight and Open CPD as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Open CPD. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Open CPD, and a separate workflow where Open CPD triggers actions in finlight. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between finlight and Open CPD. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Open CPD integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
