Connect finlight and Segmetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Get Contact by Email
Add or Update Contact
Add Tag to Contact
Add Purchase to Contact
Adds subscription
Remove Tags to Contact
Ready to use finlight and Segmetrics 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 Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
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Frequently Asked Questions
To start, connect both your finlight and Segmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Segmetrics (or vice versa).
Absolutely. You can customize how finlight data is recorded in Segmetrics. This includes choosing which data fields go into which fields of Segmetrics, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Segmetrics 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 Segmetrics. 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn More
