Connect Chatrace and Toshl Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chatrace
Choose an Action
Automatically do this!
- Request a new Action for Toshl Finance
Enable Integrations or automations with these events of Chatrace and Toshl Finance
Enable Integrations or automations with these events of Chatrace and Toshl Finance
Actions
Create Custom Fields
Create's a custom fields
Create Contact
Create a contact.
Find Contact By Id
Retrieve a contact detail's by id.
Create Tag
create a tag.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Chatrace and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatrace triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how Chatrace 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.
The data sync between Chatrace and Toshl Finance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chatrace 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.
About Chatrace
Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.
Learn MoreAbout 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.
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