Connect Email and Toshl Finance to Build Intelligent Automations

Choose a Trigger

Email

When this happens...

Choose an Action

Toshl Finance

Automatically do this!

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

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

Actions

Send approval email

Send approval email

Ask someone to review or approve a step and capture their response via action buttons

Request a new Action for Email

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Frequently Asked Questions

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

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

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

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

The data sync between Email 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 Email 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 Email and Toshl Finance?

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

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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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