Connect finlight and workast to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create a Task
Create a Space
Creates a Subtask
Update Space
Create a Tag
Add Tag
Ready to use finlight and workast 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 Created
Triggers when a new task is created in your Workast account.
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 a Task
create a task in workast app.
Create a Space
create a new space in workast.
Creates a Subtask
Creates a new subtask on a task.
Update Space
Update an existing space.
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Frequently Asked Questions
To start, connect both your finlight and workast accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in workast (or vice versa).
Absolutely. You can customize how finlight data is recorded in workast. This includes choosing which data fields go into which fields of workast, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and workast 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 workast. 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 workast
Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
Learn More
