Connect Dovetail and Toshl Finance to Build Intelligent Automations
Enable Integrations or automations with these events of Dovetail and Toshl Finance
Enable Integrations or automations with these events of Dovetail and Toshl Finance
Triggers
New Project
Triggers when a new project is created
New Insight
Actions
Create Note
Create Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
List Insights
List of insights associated with a workspace.
List Contacts
List of contacts within a workspace.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Dovetail and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how Dovetail 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 Dovetail 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 Dovetail 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 Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn More
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.
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