Connect Pipefy and Toshl Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pipefy
Choose an Action
Automatically do this!
- Request a new Action for Toshl Finance
Enable Integrations or automations with these events of Pipefy and Toshl Finance
Enable Integrations or automations with these events of Pipefy and Toshl Finance
Actions
Create Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
Update Card
Updates a card Title.
Find Card
Finds a card by Title.
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Frequently Asked Questions
To start, connect both your Pipefy and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how Pipefy 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 Pipefy 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 Pipefy 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 Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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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