IntegrationsThoughtlyToshl Finance
Thoughtly + Toshl Finance

Connect Thoughtly and Toshl Finance to Build Intelligent Automations

Choose a Trigger

Thoughtly

When this happens...

Choose an Action

Toshl Finance

Automatically do this!

Enable Integrations or automations with these events of Thoughtly and Toshl Finance

Enable Integrations or automations with these events of Thoughtly and Toshl Finance

Actions

Search User Details

Search User Details

Search user details by email id.

Create Contact

Create Contact

Create new contact.

Delete Contact

Delete Contact

Delete an contact.

Call Contact

Call Contact

Call a contact

Search Calls

Search Calls

Search calls.

Search Contacts

Search Contacts

Search contacts by phone number.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Thoughtly and Toshl Finance?

To start, connect both your Thoughtly and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in Toshl Finance (or vice versa).

Can we customize how data from Thoughtly is recorded in Toshl Finance?

Absolutely. You can customize how Thoughtly 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.

How often does the data sync between Thoughtly and Toshl Finance?

The data sync between Thoughtly and Toshl Finance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Thoughtly to Toshl Finance?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Thoughtly and Toshl Finance?

Yes, you can set conditional logic to control the flow of data between Thoughtly 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.

Thoughtly

About Thoughtly

Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.

Learn More
Toshl Finance

About 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.

Learn More