Connect finlight and Teamwork to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create Company
Create Project
Create User
Create Task
Create Task List
Create Link Category
Create Message Category
Create Calendar Event Type
Create File Category
Create Message Reply
Create Task Comment
Create Project Documentation
Add User to Project
Create Notebook Category
Create Project Category
Log Time to Task
Create File Comment
Create Link Comment
Create Message
Create Notebook Comment
Mark Task Complete
Create Milestone Comment
Create Calendar Event
Create Expense
Create Invoice
List All Projects
Find Forms
List All Time Entries
Find People
Find Workflows
Find Tasks
Find Companies
Find Tasklists
Find Files
Find Links
Find Messages
Find Milestones
Find Project Documentation
Find Calendar Event
Create Link
Ready to use finlight and Teamwork automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
New Task
Triggered when you add a new task.
New Comment
Triggered when you add a new comment.
New Company
Triggered when you add a new company.
New Expense
Triggered when you add a new expense.
New File
Triggered when you add a new file.
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 Company
Creates a new company.
Create Project
Creates a new project.
Create User
Creates a new user.
Create Task
Creates a new task.
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Frequently Asked Questions
To start, connect both your finlight and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Teamwork (or vice versa).
Absolutely. You can customize how finlight data is recorded in Teamwork. This includes choosing which data fields go into which fields of Teamwork, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Teamwork 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 Teamwork. 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 Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
Learn More
