Connect Setmore Appointments and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Setmore Appointments
Choose an Action
Automatically do this!
List all Sources
Search Articles
Ready to use Setmore Appointments and finlight automations
Trigger an AI plugin action from a webhook and return the result
Automate Social Media Content Creation and Scheduling (Instagram, YouTube, X, LinkedIn)
Automate Instagram Comment Replies + Smart DMs for Keywords
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article
Triggers when a new article matching your query is available.
Do thisActions
Action is the task that follows automatically within your Setmore Appointments integrations.
Create Appointment
Create a new appointment.
Create Customer
Create a new Customer.
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.
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Frequently Asked Questions
To start, connect both your Setmore Appointments and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Setmore Appointments triggers actions in finlight (or vice versa).
Absolutely. You can customize how Setmore Appointments 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 Setmore Appointments 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 Setmore Appointments 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 Setmore Appointments
Setmore helps small businesses book appointments online and grow their business every day.
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.
Learn More
