Connect Shopify and Toshl Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Order Deleted
Order Cancelled
Order Paid
Customer Updated
Product Updated
New Collection
Collection Updated
New Segment
Segment Updated
New Company
Company Updated
New Location
Location Updated
Location Deactivated
Watch Product
Abandoned Checkout
Order Line Items Are Edited
Choose an Action
Automatically do this!
- Request a new Action for Toshl Finance
Enable Integrations or automations with these events of Shopify and Toshl Finance
Enable Integrations or automations with these events of Shopify and Toshl Finance
Triggers
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Order Cancelled
Triggers when a order is cancelled in Shopify account.
Order Paid
Triggers when a order is paid in Shopify account.
Actions
Create Customer
Creates a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.
Find Customers
Finds customers by name, email, phone, or other filters and returns matching customer details.
Create Order
Creates a new order in your Shopify store.
Get All Orders
Get all orders from your Shopify store.
Create Product
Creates a new product in your Shopify store with title, description, vendor, options, tags, SEO metadata, and publish status.
Update Customer
Updates a customer in your store.
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Step by step guides to integrate Shopify and Toshl Finance
Frequently Asked Questions
To start, connect both your Shopify and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopify triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how Shopify 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 Shopify 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 Shopify 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 Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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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