Connect finlight and Podio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Status
Create Item
Find Item
Get all Files
Get all Tasks
Create Task
List Categories
List Top Shares
List own shares
List apps
List Global Exports
List Calendar Summary
Get calendar summary for personal
List Contacts
List Contact Totals
List Conversations
List Files
Delete Item
Update Item
Add Comment to Item
Update Task
Mark Task as Complete
Update Status
Ready to use finlight and Podio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Item Created
Runs when a new item is added to your Podio app.
New Workspace Created
Runs when a new workspace is created in Podio.
New Activity
Runs when there is new activity in your stream.
Item Updated
Runs when an existing item in an app is updated and does not run for comments.
New View Added
Runs when a new view is added to your Podio app.
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 Status
Post a message to a workspace stream.
Create Item
Creates a new item in a Podio app.
Find Item
Find an item by title in an app.
Get all Files
Get all existing files.
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Frequently Asked Questions
To start, connect both your finlight and Podio accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Podio (or vice versa).
Absolutely. You can customize how finlight data is recorded in Podio. This includes choosing which data fields go into which fields of Podio, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Podio 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 Podio. 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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn More
