--- title: finlight slug: finlight description: How to integrate finlight with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_finlight.png docTags: createdAt: 2025-09-09T09:05:07.092Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/finlight.png" alt="finlight logo" caption size="50" width="512" height="512"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [finlight](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, [create your account on finlight](https://finlight.me/?utm_source=make-app\&utm_medium=partner\&utm_campaign=app-partner-program). For subscription, refer to the [finlight pricing page](https://finlight.me/?utm_source=make-app\&utm_medium=partner\&utm_campaign=app-partner-program). # Connect finlight and Make To get started, you must first create a connection between finlight and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your finlight account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your finlight account Before you create the connection in Make, you should first obtain your **API Key** in your finlight account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** dashboard** after logging in. ::: :::WorkflowBlockItem Navigate to the** API keys** section. ::: :::WorkflowBlockItem Copy the API key displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://docs.finlight.me/v2/?utm_source=openai) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the finlight module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # finlight modules After connecting to the finlight app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search articles Finds and retrieves articles that match your search criteria. ::: :::ExpandableHeading ### Watch articles Triggers when a new article that matches your specified search criteria is published. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # finlight resources You can have access to more resources related to this app on the following links - [finlight topics on Make community](https://community.make.com/search?q=finlight) - [finlight website](https://finlight.me/?utm_source=make-app\&utm_medium=partner\&utm_campaign=app-partner-program) - [finlight API documentation](https://finlight.me/api-docs) - [finlight page on make](https://www.make.com/en/integrations/finlight) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::