
When this happens...
New Contact Is Added

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is added to Google Contacts.
Searches Finlight for articles using a query and optional countries.
Action is the task that follows automatically within your Google Contacts integrations.
Creates a new contact in Google Contacts.
Locate a contact by email, full name, or phone number and add them to the selected Google Contacts group.
Search a contact in Google Contacts by name, email or phonenumber.
Updates an existing contact in Google Contacts.
Delete a contact from Google Contacts using email, full name, or phone number.
update an existing group.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Google Contacts and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Contacts triggers actions in finlight (or vice versa).
Absolutely. You can customize how Google Contacts 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 Google Contacts 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 Google Contacts 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.
Google Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
Learn MoreFinlight 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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