Connect Salesblink and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesblink
Choose an Action
Automatically do this!
List all Sources
Search Articles
Get Article By Link
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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.
Do thisActions
Action is the task that follows automatically within your Salesblink integrations.
Add Leads To List
Add leads to a list.
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 Salesblink and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesblink triggers actions in finlight (or vice versa).
Absolutely. You can customize how Salesblink 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 Salesblink 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 Salesblink 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 Salesblink
Salesblink is a comprehensive sales automation platform designed to streamline your sales outreach and engagement processes. It offers tools for prospecting, outreach, and closing deals efficiently, making it an essential tool for sales teams looking to enhance their productivity and conversion rates.
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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