Connect finlight and Todoist to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
Find or Create Project
Update Task
Complete Task
Create Task
Create Project
Add Comment
Move Task
Invite Collaborator
Filter tasks and assign label
Assign label to task using task Id
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
Project Created
Runs when a new project is created in Todoist.
New Incomplete Task
Runs when a new incomplete task is added to the selected project within the last 15 minutes.
New Complete Task
Triggers when Task is completed.
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List all Sources
Retrieve a list of all article sources supported by Finlight.
Search Articles
Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.
Get Article By Link
Fetch a Finlight article and its content/entities using a public article URL.
Find or Create Project
Find an exiting project or create a new project
Update Task
Updates an existing Todoist task with a new title, description, due date, labels, priority, duration, or assignee.
Complete Task
Marks a task as completed.
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Step by step guides to integrate finlight and Todoist
Frequently Asked Questions
To start, connect both your finlight and Todoist accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Todoist (or vice versa).
Absolutely. You can customize how finlight data is recorded in Todoist. This includes choosing which data fields go into which fields of Todoist, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Todoist 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 Todoist. 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 Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
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