Connect Sleekplan and finlight
Integrate Sleekplan with finlight to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Comments from Sleekplan when New Article Arrives in Finlight
Create Changelog Update in Sleekplan when New Article Arrives in Finlight
Create Feedback in Sleekplan when New Article Arrives in Finlight
Update Feedback in Sleekplan when New Article Arrives in Finlight
Search User in Sleekplan when New Article Arrives in Finlight
Popular Sleekplan + finlight flows
Start from a real workflow other teams are already running.
Choose a trigger
Sleekplan
When this happens...
- Request a new Trigger for Sleekplan
Choose an action
finlight
Automatically do this!
List All Sources
Search Articles
List All Comments from Sleekplan when New Article Arrives in Finlight
Use this flowCreate Changelog Update in Sleekplan when New Article Arrives in Finlight
Use this flowCreate Feedback in Sleekplan when New Article Arrives in Finlight
Use this flowUpdate Feedback in Sleekplan when New Article Arrives in Finlight
Use this flowSearch User in Sleekplan when New Article Arrives in Finlight
Use this flowSearch Post in Sleekplan when New Article Arrives in Finlight
Use this flowSearch Changelog Update in Sleekplan when New Article Arrives in Finlight
Use this flowNew End user in Sleekplan when New Article Arrives in Finlight
Use this flowNew Update from Sleekplan when New Article Arrives in Finlight
Use this flowNew NPS Response from Sleekplan when New Article Arrives in Finlight
Use this flowSupported Triggers & Actions
Everything you can automate between Sleekplan and finlight.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Do thisActions
Action is the task that follows automatically within your Sleekplan integrations.
List All Comments
Retrieves the list of all comments.
Create Changelog Update
Create an update
Create Feedback
Create a new post
Update Feedback
Update a post
Search User
Retrieves the list of users based on search query string
Search Post
Returns a list of feedback posts based on specified search.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Sleekplan
Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.
Learn more
About 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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sleekplan and finlight accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sleekplan and finlight as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach finlight. No coding required.
Yes. You can set up a workflow where Sleekplan triggers actions in finlight, and a separate workflow where finlight triggers actions in Sleekplan. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sleekplan and finlight. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sleekplan and finlight integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
