Connect Cliengo and Moneydance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer/Contact
New/Updated Customer
Choose an Action
Automatically do this!
- Request a new Action for Moneydance
Enable Integrations or automations with these events of Cliengo and Moneydance
Enable Integrations or automations with these events of Cliengo and Moneydance
Triggers
New Customer/Contact
Triggers when a new contact/customer is created
New/Updated Customer
Triggers when a new customer is created or updated
Actions
Create Customer
creates a new customer
Search Agent
Search a agent
Search Customer
Search a customer
List Account
List all account
List Account Payments
List all account payments
List Account Plan
List all account plan.
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Frequently Asked Questions
To start, connect both your Cliengo and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Moneydance (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Moneydance. This includes choosing which data fields go into which fields of Moneydance, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Moneydance 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 Cliengo and Moneydance. 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 Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn MoreAbout Moneydance
Moneydance is a personal finance software that offers a comprehensive suite of features for managing your finances, including budgeting, tracking investments, and handling online banking. It provides users with tools to efficiently manage their financial data and make informed financial decisions.
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