Connect finlight and Retell AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Get an Agent
Create a Phone Number
Make a Phone Call
Get a Call
Get a Phone Number
Get a Voice
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Ready to use finlight and Retell AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
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 an Agent
Retrieve details of a specific agent.
Create a Phone Number
Buys a new phone number and binds agents.
Make a Phone Call
Create a new outbound phone call
Get a Call
Retrieves all call details.
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Frequently Asked Questions
To start, connect both your finlight and Retell AI accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Retell AI (or vice versa).
Absolutely. You can customize how finlight data is recorded in Retell AI. This includes choosing which data fields go into which fields of Retell AI, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Retell AI 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 Retell AI. 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 Retell AI
Retell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.
Learn More
