Connect finlight and Planable
Integrate finlight with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Post in Planable when New Article Arrives in Finlight
Add Comment to Post on Planable when New Article Arrives in Finlight
Update Post in Planable when New Article Arrives in Finlight
Create Campaign in Planable when New Article Arrives in Finlight
Update Campaign in Planable when New Article Arrives in Finlight
Popular finlight + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Post in Planable when New Article Arrives in Finlight
Use this flowAdd Comment to Post on Planable when New Article Arrives in Finlight
Use this flowUpdate Post in Planable when New Article Arrives in Finlight
Use this flowCreate Campaign in Planable when New Article Arrives in Finlight
Use this flowUpdate Campaign in Planable when New Article Arrives in Finlight
Use this flowView Campaign Details in Planable when New Article Arrives in Finlight
Use this flowList Campaigns from Planable when New Article Arrives in Finlight
Use this flowFind Post By ID in Planable when New Article Arrives in Finlight
Use this flowList Posts from Planable when New Article Arrives in Finlight
Use this flowGet Post Comments from Planable when New Article Arrives in Finlight
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Planable.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
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 Post
Creates a new social media post in Planable.
Add Comment to Post
Add a comment to a post for review or collaboration.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to organize content, manage approvals, and schedule posts.
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 Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Planable 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 Planable 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 Planable. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Planable, and a separate workflow where Planable 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 Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
