Connect Trengo and Moneydance to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Trengo
Choose an Action
Automatically do this!
- Request a new Action for Moneydance
Enable Integrations or automations with these events of Trengo and Moneydance
Enable Integrations or automations with these events of Trengo and Moneydance
Actions
Create a profile
Creates a profile
Get a Contact
Get a Contact by id.
Update a profile
Update a profile by ID.
Delete a profile
Delete a profile by ID.
Create a note
Create a note to profile.
Attach a contact
Attach a contact
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Trengo and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in Trengo triggers actions in Moneydance (or vice versa).
Absolutely. You can customize how Trengo data is recorded in Moneydance. This includes choosing which data fields go into which fields of Moneydance, setting up custom formats, and filtering out unwanted information.
The data sync between Trengo and Moneydance 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 Trengo and Moneydance. 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 Trengo
Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.
Learn MoreAbout Moneydance
Moneydance is a personal finance software that offers a comprehensive suite of features for managing your finances, including budgeting, tracking investments, and handling online banking. It provides users with tools to efficiently manage their financial data and make informed financial decisions.
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