Connect LiveAgent and Toshl Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Choose an Action
Automatically do this!
- Request a new Action for Toshl Finance
Enable Integrations or automations with these events of LiveAgent and Toshl Finance
Enable Integrations or automations with these events of LiveAgent and Toshl Finance
Triggers
New Customer
Triggers when a new customer is added.
Actions
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
Remove Customer From Group
Removes customer form a particular group.
List Companies
Retrieve list of companies
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Frequently Asked Questions
To start, connect both your LiveAgent and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how LiveAgent 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 LiveAgent 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 LiveAgent 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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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