Connect finlight and Productive.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Company
Create Booking
Create Project
Create Contact
Find Company
Find User
Find Contact
Ready to use finlight and Productive.io 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 Task
New task created.
New Task Updated
New task updated
New Invoice
Trigger when new invoice is created
Invoice Updated
Trigger when new invoice is created
New deal
Trigger when new deal is created.
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 Company
Creates company
Create Booking
Creates a new booking.
Create Project
Create a new project.
Create Contact
Creates contact.
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Frequently Asked Questions
To start, connect both your finlight and Productive.io accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Productive.io (or vice versa).
Absolutely. You can customize how finlight data is recorded in Productive.io. This includes choosing which data fields go into which fields of Productive.io, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Productive.io 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 Productive.io. 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 Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
Learn More
