Connect finlight and Parallel to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
Comment on a Parallel
Tag a Parallel
Create Parallel
Rename Parallel
Find Parallel
Delete Parallel
Rename Template
Close Parallel
Reopen Parallel
Get a Parallel
Get a Template
Get a Contact
Untag a Parallel
Associate a Profile
Disassociate a Profile
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
New Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
A user sent a message
when a user sends a message or reply inside a Parallel form or conversation.
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List all Sources
Retrieve a list of all article sources supported by Finlight.
Search Articles
Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.
Get Article By Link
Fetch a Finlight article and its content/entities using a public article URL.
Comment on a Parallel
Send a comment or a note within a parallel.
Tag a Parallel
Tag a parallel with specified tag.
Create Parallel
Creates a parallel.
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Frequently Asked Questions
To start, connect both your finlight and Parallel accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Parallel (or vice versa).
Absolutely. You can customize how finlight data is recorded in Parallel. This includes choosing which data fields go into which fields of Parallel, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Parallel 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 Parallel. 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 Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
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