Connect Pencil Spaces and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
User Joins or Leaves a Room
Choose an Action
Automatically do this!
List all Sources
Search Articles
Get Article By Link
Ready to use Pencil Spaces and finlight automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
Do thisActions
Action is the task that follows automatically within your Pencil Spaces integrations.
Create Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
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.
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Frequently Asked Questions
To start, connect both your Pencil Spaces and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Pencil Spaces triggers actions in finlight (or vice versa).
Absolutely. You can customize how Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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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