Connect finlight and Synthflow AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create SMS Action
Create Transfer Call Action
Create Information Extractor Yes No Action
Create Information Extractor Open Question Action
Create Call
Ready to use finlight and Synthflow AI 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 SMS Action
Creates a SMS action
Create Transfer Call Action
Creates a transfer call action
Create Information Extractor Yes No Action
Creates an action of type information extractor yes no
Create Information Extractor Open Question Action
Creates an action for open questions
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Frequently Asked Questions
To start, connect both your finlight and Synthflow AI accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Synthflow AI (or vice versa).
Absolutely. You can customize how finlight data is recorded in Synthflow AI. This includes choosing which data fields go into which fields of Synthflow AI, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Synthflow AI 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 Synthflow AI. 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 Synthflow AI
Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
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