Connect finlight and Slite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Search Docs
Fetch Doc
Create Doc
Fetch Sub Docs
Replace Doc
Update Doc
Ask a question
Update a Note
Search Notes
Create a Note
Ready to use finlight and Slite 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
Search Docs
Performs a search using keywords in the docs you have access to.
Fetch Doc
Returns a readable Doc by ID.
Create Doc
Creates a doc inside a parent doc or private channel.
Fetch Sub Docs
Returns a paginated list of sub docs.
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Frequently Asked Questions
To start, connect both your finlight and Slite accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Slite (or vice versa).
Absolutely. You can customize how finlight data is recorded in Slite. This includes choosing which data fields go into which fields of Slite, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Slite 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 Slite. 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 Slite
Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.
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