finlight

finlight is a platform for managing and automating family office investment operations integrating finlight with make com enables users to automate investment data collection, reporting, and document management across their family office workflows this is ai generated content based on official finlight documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //docs finlight me/v2/support/ directly requirements to use the finlight app in make, you must have an active account and an api key, https //finlight me/?utm source=make app\&utm medium=partner\&utm campaign=app partner program for subscription, refer to the https //finlight me/?utm source=make app\&utm medium=partner\&utm campaign=app partner program connect finlight and {{product name}} to get started, you must first create a connection between finlight and {{product name}} , allowing the two services to communicate obtain your api key in your finlight account create the connection in make obtain your api key in your finlight account before you create the connection in {{product name}} , you should first obtain your api key in your finlight account to obtain your api key navigate to the dashboard after logging in navigate to the api keys section copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs finlight me/v2/?utm source=openai create the connection in {{product name}} https //www make com/en/register , add the finlight module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your finlight account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page finlight modules after connecting to the finlight app, you can choose from a list of available modules to build your {{scenario plural lowercase}} make an api call executes a custom api request to the connected service using your authorized credentials search articles finds and retrieves articles that match your search criteria watch articles triggers when a new article that matches your specified search criteria is published templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} finlight resources you can have access to more resources related to this app on the following links https //community make com/search?q=finlight https //finlight me/?utm source=make app\&utm medium=partner\&utm campaign=app partner program https //finlight me/api docs https //www make com/en/integrations/finlight