Full list

Supported Triggers & Actions

Everything you can automate between finlight and Pipl.ai.

When this happensTriggers

A trigger is an event that starts a workflow.

New Article Arrives

New Article Arrives

Runs when new article arrives

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 all article sources.

Search Articles

Search Articles

Search articles with filters

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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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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Integrations finlight
finlight + Pipl.ai
finlight logo

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 more
Integrations Pipl.ai
Pipl.ai + finlight
Pipl.ai logo

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

Learn more

Frequently Asked Questions

How do I connect finlight and Pipl.ai?

Sign up for a free viaSocket account, then authorize both your finlight and Pipl.ai 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between finlight and Pipl.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from finlight to Pipl.ai?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipl.ai. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where finlight triggers actions in Pipl.ai, and a separate workflow where Pipl.ai triggers actions in finlight. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between finlight and Pipl.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire finlight and Pipl.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.