Connect Zoho cliq and finlight to Build Intelligent Automations

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Zoho cliq

When this happens...

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finlight

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Ready to use Zoho cliq and finlight automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Message

New Message

Runs when a new message is sent or received.

Search Finlight Articles

Search Finlight Articles

Searches Finlight for articles using a query and optional countries.

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Do thisActions

Action is the task that follows automatically within your Zoho cliq integrations.

Broadcast a Bot Message

Broadcast a Bot Message

Send a message to all subscribers of a bot

Send Direct Message

Send Direct Message

Send a direct message to a user or contact in your organization.

Send Message to Channel

Send Message to Channel

Send a message to a channel, optionally as a bot, as a reply, or with a card.

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.

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Frequently Asked Questions

How do I start an integration between Zoho cliq and finlight?

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

Can we customize how data from Zoho cliq is recorded in finlight?

Absolutely. You can customize how Zoho cliq 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 Zoho cliq and finlight?

The data sync between Zoho cliq 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 Zoho cliq 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 Zoho cliq and finlight?

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

Zoho cliq

About Zoho cliq

Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.

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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.

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