Connect Groove and Toshl Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
Ticket Closed
Ticket Tagged
Ticket Priority Changed
Ticket Started
Ticket Opened
Ticket Moved
Ticket Assigned
Note Added
Customer Replied
Choose an Action
Automatically do this!
- Request a new Action for Toshl Finance
Enable Integrations or automations with these events of Groove and Toshl Finance
Enable Integrations or automations with these events of Groove and Toshl Finance
Triggers
Ticket Closed
Triggers when a ticket is closed
Ticket Tagged
Triggers when a ticket is tagged
Ticket Priority Changed
Triggers when a ticket's priority is change
Ticket Started
Triggers when a new ticket is created.
Ticket Opened
Triggers when a ticket is opened.
Ticket Moved
Triggers when a ticket is moved to a different mailbox.
Actions
Create New
Starts a new ticket for your customer
Change Ticket State
Changes the state of a ticket, e.g. from "opened" to "closed".
Reopen Ticket
Changes the state of a ticket to "opened".
Close Ticket
Changes the state of a ticket to "closed
Change Assigned Agent
Assigns an agent to a ticket.
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Frequently Asked Questions
To start, connect both your Groove and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Groove triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how Groove 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 Groove 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 Groove 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 Groove
Groove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
Learn MoreAbout 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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