Integrations Documint Toshl Finance
Documint + Toshl Finance

Connect Documint and Toshl Finance to Build Intelligent Automations

Choose a Trigger

Documint

When this happens...

Choose an Action

Toshl Finance

Automatically do this!

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

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

Triggers

New Template

New Template

Trigger when a new template is created.

Request a new Trigger for Documint

Actions

Merge Template

Merge Template

Merge a Template

Update Document

Update Document

Update an Existing Document.

Delete Document

Delete Document

Delete a Document.

Request a new Action for Documint

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Frequently Asked Questions

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

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

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

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

The data sync between Documint 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 Documint 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 Documint and Toshl Finance?

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

Documint

About Documint

Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.

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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