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. |
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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 directly.
Requirements
To use the finlight app in Make, you must have an active account and an API Key, create your account on finlight. For subscription, refer to the finlight pricing page.
Connect finlight and Make
To get started, you must first create a connection between finlight and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the finlight module to your scenario, 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 Connect an applicationConnect an application. page.
finlight modules
After connecting to the finlight app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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