Connect finlight and Userflow to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Track Event
Delete Group
Find Group
Find User
Create/Update User
Create/Update Group
Ready to use finlight and Userflow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
User Created
Triggers when a user is created in Userflow.
Group Created
Triggers when a group is created in Userflow.
Group Updated
Triggers when a group is updated in Userflow.
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
Track Event
Tracks an event for a user/group.
Delete Group
Delete an existing group for specified group id.
Find Group
Finds an existing group
Find User
Find an existing user.
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Frequently Asked Questions
To start, connect both your finlight and Userflow accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Userflow (or vice versa).
Absolutely. You can customize how finlight data is recorded in Userflow. This includes choosing which data fields go into which fields of Userflow, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Userflow 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 Userflow. 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 Userflow
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
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