Integrate finlight and Revv Documents with viaSocket
Finlight already connects with hundreds of apps. Revv Documents's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between finlight and Revv Documents.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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 moreSimilar apps
About Revv Documents
Revv Documents is intended for individuals and teams looking to automate everyday paperwork accurately and smartly, all-in-one tool. Use Revv Documents to manage proposals, quotes, contracts and agreements.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Revv Documents 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 Revv Documents 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 Revv Documents. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Revv Documents, and a separate workflow where Revv Documents 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 Revv Documents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Revv Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
