Connect WhatsApp Business Cloud and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
Message Notification
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.
Message Notification
Triggers when a new message is received.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
Do thisActions
Action is the task that follows automatically within your WhatsApp Business Cloud integrations.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
Send Template Message
Send Template Message
WhatsApp Human Intervention
WhatsApp human inteterface.
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 WhatsApp Business Cloud and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in finlight (or vice versa).
Absolutely. You can customize how WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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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