Connect Rewiser and SimpleKPI to Build Intelligent Automations
Choose a Trigger
When this happens...
Transaction Added
Choose an Action
Automatically do this!
Add KPI Data Entry
Update KPI Data Entry
Ready to use Rewiser and SimpleKPI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Transaction Added
Runs when transaction added
Do thisActions
Action is the task that follows automatically within your Rewiser integrations.
List All Folders
View all folders and details
Create Transaction
Add a transaction to folder
Get Recent Transactions
Show only recent transactions
Add KPI Data Entry
Add a KPI entry for a date
Update KPI Data Entry
Update KPI entry values
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Frequently Asked Questions
To start, connect both your Rewiser and SimpleKPI accounts to viaSocket. Once connected, you can set up a workflow where an event in Rewiser triggers actions in SimpleKPI (or vice versa).
Absolutely. You can customize how Rewiser data is recorded in SimpleKPI. This includes choosing which data fields go into which fields of SimpleKPI, setting up custom formats, and filtering out unwanted information.
The data sync between Rewiser and SimpleKPI 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 Rewiser and SimpleKPI. 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 Rewiser
Rewiser is an AI-powered finance and budgeting platform for tracking expenses, income, and financial workflows.
Learn MoreAbout SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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