Connect finlight and Setmore Appointments to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Appointment
Create Customer
Ready to use finlight and Setmore Appointments 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
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
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Frequently Asked Questions
To start, connect both your finlight and Setmore Appointments accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Setmore Appointments (or vice versa).
Absolutely. You can customize how finlight data is recorded in Setmore Appointments. This includes choosing which data fields go into which fields of Setmore Appointments, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Setmore Appointments 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 Setmore Appointments. 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 Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
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