Connect finlight and Quire to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Get all organizations
Find User
Find Task By ID
Create Task Comment
Update Task
Create Task
List Granted Projects
List Users
Delete Task
Add Comment to Task
Ready to use finlight and Quire 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 Created
Runs when a new task is created.
Task Reaches Its Due Date
Runs when task reaches its due date
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
Get all organizations
Get all existing organizations
Find User
Finds an existing user in your Quire account.
Find Task By ID
Finds a task in a project by its ID.
Create Task Comment
Add a comment to a task, optionally pin it or post as another user.
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Frequently Asked Questions
To start, connect both your finlight and Quire accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Quire (or vice versa).
Absolutely. You can customize how finlight data is recorded in Quire. This includes choosing which data fields go into which fields of Quire, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Quire 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 Quire. 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 Quire
Quire is a collaborative project management tool designed to help teams plan, organize, and execute their tasks efficiently. It offers features such as task lists, Kanban boards, and real-time collaboration to streamline project workflows.
Learn More
