Connect Platoforms and Moneydance to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
- Request a new Action for Moneydance
Enable Integrations or automations with these events of Platoforms and Moneydance
Enable Integrations or automations with these events of Platoforms and Moneydance
Triggers
Form Created
Trigger when a new form is created.
Actions
Search Form
Find the details of a form by its id.
Know More About Platoforms and Moneydance Integrations
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Frequently Asked Questions
To start, connect both your Platoforms and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Moneydance (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in Moneydance. This includes choosing which data fields go into which fields of Moneydance, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and Moneydance 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 Platoforms and Moneydance. 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 Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
Learn MoreAbout Moneydance
Moneydance is a personal finance software that offers a comprehensive suite of features for managing your finances, including budgeting, tracking investments, and handling online banking. It provides users with tools to efficiently manage their financial data and make informed financial decisions.
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