Connect Freshdesk and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
New Contact
Choose an Action
Automatically do this!
List all Sources
Search Articles
Get Article By Link
Ready to use Freshdesk and finlight automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Trigger when a new ticket created.
New Contact
Trigger when a new contect is cteated.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
Do thisActions
Action is the task that follows automatically within your Freshdesk integrations.
Create a Contact
Creates a new contact
Create a Company
Creates a new company
Create Forum Category
Create a new forum category
Create a Forum
Creates a new forum.
Create a Forum Topic
Creates a new forum topic
Add Notes to a Tickets
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Frequently Asked Questions
To start, connect both your Freshdesk and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in finlight (or vice versa).
Absolutely. You can customize how Freshdesk data is recorded in finlight. This includes choosing which data fields go into which fields of finlight, setting up custom formats, and filtering out unwanted information.
The data sync between Freshdesk and finlight 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 Freshdesk and finlight. 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 Freshdesk
Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.
Learn MoreAbout 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.
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