Connect finlight and Ricky
Integrate finlight with Ricky to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Contacts in Ricky when New Article Arrives in Finlight
Add Note to Contact in Ricky when New Article Arrives in Finlight
Assign Conversation in Ricky when New Article Arrives in Finlight
List All Sources from Finlight when New Contact Created in Ricky
Search Articles in Finlight when New Contact Created in Ricky
Popular finlight + Ricky flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Ricky
Automatically do this!
Find Contacts
Add Note to Contact
Update Contact
Create Contact
Update Contact Tags
Assign Conversation
Find Contacts in Ricky when New Article Arrives in Finlight
Use this flowAdd Note to Contact in Ricky when New Article Arrives in Finlight
Use this flowAssign Conversation in Ricky when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when New Contact Created in Ricky
Use this flowSearch Articles in Finlight when New Contact Created in Ricky
Use this flowList All Sources from Finlight when Updated Contact in Ricky
Use this flowUpdate Contact in Ricky when New Article Arrives in Finlight
Use this flowCreate Contact in Ricky when New Article Arrives in Finlight
Use this flowUpdate Contact Tags in Ricky when New Article Arrives in Finlight
Use this flowSearch Articles in Finlight when Updated Contact in Ricky
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Ricky.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Contact Created
Runs when a contact is created in Ricky, by the API or with their first message.
Updated Contact
Runs when a contact's fields, tags or custom values are saved.
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
Find Contacts
Find contacts by text, tag, owner, stage or channel, or get one contact by ID.
Add Note to Contact
Append a note to a contact, after its current notes.
Update Contact
Update the chosen details of a contact; fields you leave empty stay unchanged.
Create Contact
Create a contact with first/last name, email, phone, address, tags and custom fields.
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 Ricky
Ricky is an AI customer-service platform that answers WhatsApp, Instagram, Messenger and web chat in a shared inbox, with AI agents, a contact CRM, templates and broadcasts.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Ricky 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 Ricky 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 Ricky. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Ricky, and a separate workflow where Ricky 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 Ricky. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Ricky integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
