
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Thanks.io and Simplifi by Quicken
Deletes a Recipient from Mailing List.
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
Create Sub Account in thanks.io.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Thanks.io and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in Thanks.io triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how Thanks.io data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between Thanks.io and Simplifi by Quicken 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 Thanks.io and Simplifi by Quicken. 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.
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
Learn MoreSimplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
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