Connect Moco and Toshl Finance to Build Intelligent Automations

Choose a Trigger

Moco

When this happens...

Choose an Action

Toshl Finance

Automatically do this!

Enable Integrations or automations with these events of Moco and Toshl Finance

Enable Integrations or automations with these events of Moco and Toshl Finance

Triggers

New Project

New Project

Triggers when a new project is created

New User

New User

Triggers when a new user is created

New Comment

New Comment

Triggers when a new comment is created

New Company

New Company

Triggers when a new company is created

New Contact Person

New Contact Person

Triggers when a new contact person is created.

New Lead

New Lead

Triggers when a new lead was created.

Actions

Create Project

Create Project

Creates a new project.

Create Comment

Create Comment

Creates a new Comment.

Create Company

Create Company

Creates a new company (customer only).

Create Contact

Create Contact

Creates a new contact person.

Create Expense

Create Expense

Creates a new Project Expense.

Create Incoming Payment

Create Incoming Payment

Creates a new incoming payment.

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Frequently Asked Questions

How do I start an integration between Moco and Toshl Finance?

To start, connect both your Moco and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Moco triggers actions in Toshl Finance (or vice versa).

Can we customize how data from Moco is recorded in Toshl Finance?

Absolutely. You can customize how Moco 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.

How often does the data sync between Moco and Toshl Finance?

The data sync between Moco and Toshl Finance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Moco to Toshl Finance?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Moco and Toshl Finance?

Yes, you can set conditional logic to control the flow of data between Moco 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.

Moco

About Moco

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.

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Toshl Finance

About 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.

Learn More