Connect finlight and Workzappy to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
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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.
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.
New Task
Create a new task.
New Project
Create a new Project.
New Phase
Create a new phase(sprint) for your project
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Frequently Asked Questions
To start, connect both your finlight and Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how finlight data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Workzappy 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 Workzappy. 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 Workzappy
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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