Connect finlight and Optform to Build Intelligent Automations

Choose a Trigger

finlight

When this happens...

Choose an Action

Optform

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

Receives New Form Submission

Receives New Form Submission

Runs when a new form submission is received in Optform.

Request a new Trigger for finlight

Do thisActions

Action is the task that follows automatically within your finlight integrations.

List all Sources

List all Sources

Retrieve a list of all article sources supported by Finlight.

Search Articles

Search Articles

Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.

Get Article By Link

Get Article By Link

Fetch a Finlight article and its content/entities using a public article URL.

Request a new Action for finlight

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Frequently Asked Questions

How do I start an integration between finlight and Optform?

To start, connect both your finlight and Optform accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Optform (or vice versa).

Can we customize how data from finlight is recorded in Optform?

Absolutely. You can customize how finlight data is recorded in Optform. This includes choosing which data fields go into which fields of Optform, setting up custom formats, and filtering out unwanted information.

How often does the data sync between finlight and Optform?

The data sync between finlight and Optform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from finlight to Optform?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between finlight and Optform?

Yes, you can set conditional logic to control the flow of data between finlight and Optform. 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.

finlight

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.

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Optform

About Optform

Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.

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