IntegrationsCallbellToshl Finance
Callbell + Toshl Finance

Connect Callbell and Toshl Finance to Build Intelligent Automations

Choose a Trigger

Callbell

When this happens...

Choose an Action

Toshl Finance

Automatically do this!

Enable Integrations or automations with these events of Callbell and Toshl Finance

Enable Integrations or automations with these events of Callbell and Toshl Finance

Triggers

Contact Created

Contact Created

Triggers when a new contact is created in Callbell

Contact Updated

Contact Updated

Triggers when a contact is updated

Team Membership Updated

Team Membership Updated

Triggered when a team member is added or removed from a team.

Request a new Trigger for Callbell

Actions

Create New Contact

Create New Contact

Creates a new Contact

Update Contact

Update Contact

Updates one or more fields in an existing contact.

List Contact

List Contact

Get all contacts in Callbell.

List Team

List Team

Get all team in Callbell.

Update Bot Status

Update Bot Status

Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.

List Channels

List Channels

Get all channels in Callbell.

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Frequently Asked Questions

How do I start an integration between Callbell and Toshl Finance?

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

Can we customize how data from Callbell is recorded in Toshl Finance?

Absolutely. You can customize how Callbell data is recorded in Toshl Finance. This includes choosing which data fields go into which fields of Toshl Finance, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Callbell and Toshl Finance?

The data sync between Callbell and Toshl Finance 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 Callbell to Toshl Finance?

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 Callbell and Toshl Finance?

Yes, you can set conditional logic to control the flow of data between Callbell and Toshl Finance. 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.

Callbell

About Callbell

Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.

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Toshl Finance

About Toshl Finance

Toshl Finance is a personal finance management tool that helps users track their expenses, manage budgets, and gain insights into their financial habits. It offers features like expense tracking, budget planning, and financial reports to help users make informed financial decisions.

Learn More