Connect finlight and Shopify to Build Intelligent Automations

Choose a Trigger

finlight

When this happens...

Choose an Action

Shopify

Automatically do this!

Ready to use finlight and Shopify automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

New Customer

New Customer

Triggers when a new customer is created to Shopify account

New Order

New Order

Triggers when a new order is created.

New Product

New Product

Triggers when a new product is created to Shopify account.

Order Deleted

Order Deleted

Triggers when a order is deleted in Shopify account.

Order Cancelled

Order Cancelled

Triggers when a order is cancelled in Shopify account.

Do thisActions

Action is the task that follows automatically within your finlight integrations.

List all Sources

List all Sources

Retrieve a list of all article sources supported by Finlight.

Search Articles

Search Articles

Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.

Get Article By Link

Get Article By Link

Fetch a Finlight article and its content/entities using a public article URL.

Create Customer

Create Customer

Create a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.

Find a Customer

Find a Customer

Find a customer by Name and Email.

Create Order

Create Order

Create a new order

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Step by step guides to integrate finlight and Shopify

Frequently Asked Questions

How do I start an integration between finlight and Shopify?

To start, connect both your finlight and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Shopify (or vice versa).

Can we customize how data from finlight is recorded in Shopify?

Absolutely. You can customize how finlight data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.

How often does the data sync between finlight and Shopify?

The data sync between finlight and Shopify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from finlight to Shopify?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between finlight and Shopify?

Yes, you can set conditional logic to control the flow of data between finlight and Shopify. 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.

finlight

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.

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Shopify

About Shopify

Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.

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