Connect finlight and Salesmate
Integrate finlight with Salesmate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Note in Salesmate when New Article Arrives in Finlight
Create Activity in Salesmate when New Article Arrives in Finlight
Create Company in Salesmate when New Article Arrives in Finlight
Search User in Salesmate when New Article Arrives in Finlight
Create Contact in Salesmate when New Article Arrives in Finlight
Popular finlight + Salesmate flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Salesmate
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Add Note in Salesmate when New Article Arrives in Finlight
Use this flowCreate Activity in Salesmate when New Article Arrives in Finlight
Use this flowCreate Company in Salesmate when New Article Arrives in Finlight
Use this flowSearch User in Salesmate when New Article Arrives in Finlight
Use this flowCreate Contact in Salesmate when New Article Arrives in Finlight
Use this flowCreate Deal in Salesmate when New Article Arrives in Finlight
Use this flowUpdate Activity in Salesmate when New Article Arrives in Finlight
Use this flowUpdate Company in Salesmate when New Article Arrives in Finlight
Use this flowUpdate Contact in Salesmate when New Article Arrives in Finlight
Use this flowUpdate Deal in Salesmate when New Article Arrives in Finlight
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Salesmate.
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
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different 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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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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Salesmate 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 Salesmate 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 Salesmate. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Salesmate, and a separate workflow where Salesmate 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 Salesmate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Salesmate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
