Connect Upwave and finlight to Build Intelligent Automations

Choose a Trigger

Upwave

When this happens...

Choose an Action

finlight

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

Request a new Trigger for Upwave

Do thisActions

Action is the task that follows automatically within your Upwave integrations.

Create Card

Create Card

Creating a new Card in Upwave .

List Workspaces

List Workspaces

get all Workspaces.

List Members

List Members

get all Members.

List all Sources

List all Sources

Retrieve a list of all article sources supported by Finlight.

Search Articles

Search Articles

Searches Finlight for articles matching a query and optional filters like sources, stock symbols, and countries.

Get Article By Link

Get Article By Link

Fetch a Finlight article and its content/entities using a public article URL.

Request a new Action for Upwave

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Frequently Asked Questions

How do I start an integration between Upwave and finlight?

To start, connect both your Upwave and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Upwave triggers actions in finlight (or vice versa).

Can we customize how data from Upwave is recorded in finlight?

Absolutely. You can customize how Upwave 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.

How often does the data sync between Upwave and finlight?

The data sync between Upwave and finlight typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Upwave to finlight?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Upwave and finlight?

Yes, you can set conditional logic to control the flow of data between Upwave 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.

Upwave

About Upwave

Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.

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finlight

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 More