Connect Dialpad and Toshl Finance to Build Intelligent Automations

Choose a Trigger

Dialpad

When this happens...

Choose an Action

Toshl Finance

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Creates a new contact in your Dialpad account.

Update a Contact

Update a Contact

Update a contact in your Dialpad account.

Create a Channel

Create a Channel

Creates a new channel in your Dialpad account.

Request a new Action for Dialpad

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Dialpad 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 Dialpad and Toshl Finance?

The data sync between Dialpad 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 Dialpad 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 Dialpad and Toshl Finance?

Yes, you can set conditional logic to control the flow of data between Dialpad 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.

Dialpad

About Dialpad

Dialpad is a modern business communications platform that offers voice, video, and messaging solutions. It is designed to streamline communication and collaboration for businesses of all sizes.

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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