Connect Domo and Moneydance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
New Task
New Project
Choose an Action
Automatically do this!
- Request a new Action for Moneydance
Enable Integrations or automations with these events of Domo and Moneydance
Enable Integrations or automations with these events of Domo and Moneydance
Triggers
New Card
Triggers When new Card is Created .
New Task
Triggers when new Task is Created.
New Project
Triggers when new Project is Created.
Actions
Create List
Creates a List.
Update List
Updates an Existing List.
Create Group
Creates a Group.
Create Project
Creates a Project.
Update Project
Updates an Existing Project.
Delete Project
Deletes a Project by its ID.
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Frequently Asked Questions
To start, connect both your Domo and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in Moneydance (or vice versa).
Absolutely. You can customize how Domo 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 Domo 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 Domo 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
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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