Connect Fingertip and Moneydance to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Cancelled
Booking Created
Booking Rescheduled
New Site Contact
New Order
New Form Response
Choose an Action
Automatically do this!
- Request a new Action for Moneydance
Enable Integrations or automations with these events of Fingertip and Moneydance
Enable Integrations or automations with these events of Fingertip and Moneydance
Triggers
Booking Cancelled
Triggers when a booking is cancelled.
Booking Created
Triggers when a new booking is created.
Booking Rescheduled
Triggers when a booking is rescheduled.
New Site Contact
Triggers when a new site contact is created.
New Order
Triggers when an order is created.
New Form Response
Triggers when a new form response is created.
Actions
Create Site Contact
Create a site contact in Fingertip.
Create Site
Create a new site with ready-to-use pages, themes, and blocks.
Create Page
Creates a new page within a site with the provided content.
Create Site Invitation
Create a new invitation for a user to join your site.
Know More About Fingertip and Moneydance Integrations
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Frequently Asked Questions
To start, connect both your Fingertip and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in Fingertip triggers actions in Moneydance (or vice versa).
Absolutely. You can customize how Fingertip 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 Fingertip 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 Fingertip 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 Fingertip
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
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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