Integrate finlight with Process Street to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Data Set Record in Process-street when New Article Arrives in Finlight
Delete Data Set Record in Process Street when New Article Arrives in Finlight
Update Task in Process Street when New Article Arrives in Finlight
List Workflows from Process Street when New Article Arrives in Finlight
List Users from Process Street when New Article Arrives in Finlight
Start from a real workflow other teams are already running.
finlight
When this happens...
New Article Arrives
Process Street
Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
Create Data Set Record in Process-street when New Article Arrives in Finlight
Use this flowDelete Data Set Record in Process Street when New Article Arrives in Finlight
Use this flowUpdate Task in Process Street when New Article Arrives in Finlight
Use this flowList Workflows from Process Street when New Article Arrives in Finlight
Use this flowList Users from Process Street when New Article Arrives in Finlight
Use this flowList Data Sets from Process Street when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when New Workflow Run in Process-street
Use this flowSearch Articles in Finlight when New Workflow Run in Process-street
Use this flowList All Sources from Finlight when Workflow Run Completed in Process Street
Use this flowSearch Articles in Finlight when Workflow Run Completed in Process Street
Use this flowEverything you can automate between finlight and Process Street.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new article arrives
Triggers when a workflow is run.
Triggers when a workflow run is completed.
Triggers when a task is checked off in a workflow.
Triggers when a task is ready to be worked on.
Triggers when a new record is added to a data set.
Action is the task that follows automatically within your finlight integrations.
Retrieve all article sources.
Search articles with filters
Creates Data set record for specified id.
Deletes an existing record in a data set.
Update a task in workflow run.
Gets a list of active workflows.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreAutomate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
Learn moreSign up for a free viaSocket account, then authorize both your finlight and Process Street 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 Process Street 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 Process Street. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Process Street, and a separate workflow where Process Street 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 Process Street. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Process Street integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.