Connect finlight and Zendesk Support to Build Intelligent Automations
Choose a Trigger
When this happens...
Search Finlight Articles
Choose an Action
Automatically do this!
List All Tickets
Add Comment to Ticket
Add Tags to Ticket
Create Or Update Organization
Create or Update Customer
Remove Tags From Ticket
Update Ticket
Create Ticket
Find Latest Ticket Comment
List Ticket Comments
List Agents
Find or List Groups
Delete Customers
List All Organizations
List All Customers
Ready to use finlight and Zendesk Support automations
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.
New Organization Created or Updated
Runs when organization changes
New Customer Created or Updated
Runs when a new user is created in Zendesk Support.
Tag Added To Customer
Runs when tag is added to Customer
New Group Is Created
Runs when new group is created
New Ticket Created or Updated
Runs when an existing Ticket Created or Updated
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.
List All Tickets
List all support tickets
Add Comment to Ticket
Adds a comment to an existing ticket.
Add Tags to Ticket
Adds multiple tags to an existing ticket by ticket ID.
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Frequently Asked Questions
To start, connect both your finlight and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how finlight data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Zendesk Support 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 Zendesk Support. 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 Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
Learn More
