Connect Totango and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Totango
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of Totango and Personal Capital
Enable Integrations or automations with these events of Totango and Personal Capital
Actions
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
List Touchpoint Tags
Get all the touchpoint tags form totango.
List Activity Types
Get all the Activity Types form totango.
List Teams
Get all the teams form totango.
Know More About Totango and Personal Capital Integrations
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Frequently Asked Questions
To start, connect both your Totango and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Totango triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Totango data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Totango and Personal Capital 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 Totango and Personal Capital. 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 Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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