Connect finlight and Teambook
Integrate finlight with Teambook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create User in Teambook when New Article Arrives in Finlight
List Projects from Teambook when New Article Arrives in Finlight
List Actual Logs from Teambook when New Article Arrives in Finlight
List Tasks from Teambook when New Article Arrives in Finlight
List User Capacities from Teambook when New Article Arrives in Finlight
Popular finlight + Teambook flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Teambook
Automatically do this!
Create User
List Projects
List User
List Actual Logs
List Tasks
List Teams
List User Capacities
List Project Capacities
Create Task
Create Client
Create Booking
Create User in Teambook when New Article Arrives in Finlight
Use this flowList Projects from Teambook when New Article Arrives in Finlight
Use this flowList Actual Logs from Teambook when New Article Arrives in Finlight
Use this flowList Tasks from Teambook when New Article Arrives in Finlight
Use this flowList User Capacities from Teambook when New Article Arrives in Finlight
Use this flowList Project Capacities from Teambook when New Article Arrives in Finlight
Use this flowCreate Task in Teambook when New Article Arrives in Finlight
Use this flowCreate Client in Teambook when New Article Arrives in Finlight
Use this flowCreate Booking in Teambook when New Article Arrives in Finlight
Use this flowList All Sources from Finlight when Project Created in Teambook
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Teambook.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Project Created
Runs when project is created
New User Joins
Runs when new user joins
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 User
Create a teambook user.
List Projects
Retrieve all projects, optionally returning only selected fields.
List User
Retrieve all team members; optionally return only selected user fields.
List Actual Logs
Retrieve actual logs, optionally filtered by user, project, date, range, and selected fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Teambook accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between finlight and Teambook as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Teambook. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Teambook, and a separate workflow where Teambook triggers actions in finlight. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between finlight and Teambook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Teambook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
