Connect finlight and Zoom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
Choose an Action
Automatically do this!
Create a Meeting
Get a Meeting
List Meetings
Update a Meeting
Delete a Meeting
Add a meeting registrant
Add a registrant to a webinar
Get webinar participant
Fetch Past Meeting Participants
Ready to use finlight and Zoom 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 Meeting
Triggers when a new Zoom meeting is created.
Registrant Signs Up
Runs when registrant signs up
Meeting Is Created
Runs when meeting is created
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 Meeting
Creates a meeting for a user
Get a Meeting
Returns the details of the meeting by meeting ID
List Meetings
List all upcoming meetings
Update a Meeting
Updates a meeting details by meeting id
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Frequently Asked Questions
To start, connect both your finlight and Zoom accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Zoom (or vice versa).
Absolutely. You can customize how finlight data is recorded in Zoom. This includes choosing which data fields go into which fields of Zoom, setting up custom formats, and filtering out unwanted information.
The data sync between finlight and Zoom 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 Zoom. 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 Zoom
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
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