Wednesday, August 6, 2025
finlight + Zapier: No-Code Automation for Financial Workflows
More great news from finlight: We’re now officially integrated with Zapier, the world’s most popular no-code automation platform! With just a few clicks, you can now connect finlight to 6,000+ apps and create automations that save time, reduce errors, and keep your financial life in sync.
🔗 Explore the finlight + Zapier integration →
What Is Zapier?
Zapier is a no-code platform that helps you connect the apps you use every day—like Gmail, Slack, Google Sheets, Dropbox, and more—to build automated workflows, called “Zaps.”
Each Zap follows a simple structure:
When this happens (Trigger) → Do that (Action)
And now, thanks to the new finlight Zapier integration, your financial data and documents can be part of those automated flows.
What You Can Automate with finlight + Zapier
With the power of Zapier, you can link finlight to virtually any tool in your stack. Here are just a few automation ideas:
📥 Auto-send new finlight documents to your Google Drive or Dropbox
📊 Add new investments or portfolio data to Google Sheets in real-time
📧 Get email or Slack alerts when a report is published in finlight
🗃️ Back up data to Notion, Airtable, or your cloud storage of choice
🧾 Sync transaction data to QuickBooks, Xero, or your ERP system
📆 Trigger calendar reminders based on finlight timelines
No developer required. Just drag, drop, and connect.
Why This Matters
Manual work is costly—not just in time, but in accuracy. Whether you're a finance lead, investor, or operations manager, automating your finlight workflows helps you:
✅ Eliminate repetitive tasks
✅ Reduce human error
✅ Improve collaboration
✅ Free up time for strategy, not spreadsheets
How to Get Started
- Head to our official finlight Zapier integration page
- Log in or sign up for Zapier
- Choose a pre-made Zap or build your own from scratch
- Connect your finlight account and let automation take over
If you’ve been waiting for an easy way to connect finlight to your tech stack, this is it.
✨ It’s time to automate finance on your terms.