Connect finlight and RotaCloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Update User
Delete a User
Create Shift
Create Role
Create Location
Create Leave
Assign User to Role
Delete Location
Delete Role
Assign User to Location
Find Location by ID
Find Location by Name
Find Role by ID
Find Role by Name
Find User by it's ID and Name
Ready to use finlight and RotaCloud 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
Update User
Update an existing user by user id
Delete a User
Delete an existing user by user id
Create Shift
Creates a shift within RotaCloud.
Create Role
Creates a role within RotaCloud.
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Frequently Asked Questions
To start, connect both your finlight and RotaCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in RotaCloud (or vice versa).
Absolutely. You can customize how finlight data is recorded in RotaCloud. This includes choosing which data fields go into which fields of RotaCloud, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and RotaCloud 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 RotaCloud. 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 RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
Learn More
