Connect Klaviyo and Toshl Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Profile
Choose an Action
Automatically do this!
- Request a new Action for Toshl Finance
Enable Integrations or automations with these events of Klaviyo and Toshl Finance
Enable Integrations or automations with these events of Klaviyo and Toshl Finance
Triggers
New Profile
Trigger when new profile is created.
Actions
Get all Accounts
Get an existing account details
Find Profile
Get a existing profile details by its Phone number.
Create a Profile
Create a new profile
Create a List
Create a new list
Add Profile to a List
Adds an existing profile to a list
Remove Profile from List
Removes a profile from the list.
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Frequently Asked Questions
To start, connect both your Klaviyo and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how Klaviyo 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 Klaviyo 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 Klaviyo 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 Klaviyo
Klaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing efforts.
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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