Connect Gorgias and Moneydance to Build Intelligent Automations
Enable Integrations or automations with these events of Gorgias and Moneydance
Enable Integrations or automations with these events of Gorgias and Moneydance
Triggers
New Ticket
Triggers when a new support ticket is created.
Actions
Create Gorgias ticket
Create a new support ticket in Gorgias using the customer's email, subject, tags, and initial message.
Create customer
Add a new customer to Gorgias with their contact channel, name, email, language, and time zone.
Update Customer
Update a customer's name, email, language, timezone, or contact channel using their customer ID.
Delete Customer
Remove a customer from Gorgias using their customer ID.
Add message to ticket
Add a message to the selected Gorgias ticket so it appears in the ticket conversation.
Create User
Add a new user to Gorgias with an email and role, and set optional language, country, and timezone.
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Frequently Asked Questions
To start, connect both your Gorgias and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in Gorgias triggers actions in Moneydance (or vice versa).
Absolutely. You can customize how Gorgias 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 Gorgias 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 Gorgias 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 Gorgias
Gorgias is a customer support helpdesk designed for e-commerce businesses. It centralizes customer interactions and automates responses to streamline support operations.
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About 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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