--- title: "Connect Finolog to Dashly - APIANT.ai" description: "When \"New Account\" fires in Finolog, your agent runs \"Send message to user\" in Dashly." canonical: "https://apiant.ai/connect/finolog-to-dashly" --- # Connect Finolog to Dashly When **New Account** fires in [Finolog](https://apiant.ai/connections/finolog), your agent runs **Send message to user** in [Dashly](https://apiant.ai/connections/dashly). Describe the whole flow and it is built, tested on every scenario and kept running. Finolog **7** triggers Finolog **31** actions Dashly **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Finolog and Dashly to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Finolog can start in Dashly - When **New Account** in Finolog then **Send message to user** in Dashly - When **New Category** in Finolog then **Create Event** in Dashly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Finolog and Dashly ## Triggers and actions 7 triggers · 44 actions - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New Company** Triggers when new company was created. - Trigger **New Contractor** Triggers when new contractor is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Requisite** Triggers when a new requisite is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Action **Add comment** /v1/biz/{biz_id}/comment - add a comment to an entity - Action **Add order** /v1/biz/{biz_id}/orders/order - Action **Add project** /v1/biz/{biz_id}/project - Action **Add requisite** /v1/biz/{biz_id}/requisite - Action **Create Account** Creates an Account - Action **Create Category** Creates a Category - Action **Create Company** Creates a Company - Action **Create Contractor** Creates a Contractor - Action **Create Transaction** Creates a Transaction - Action **Delete account** /v1/biz/{biz_id}/account/{id} - Action **Delete contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Delete transaction** /v1/biz/{biz_id}/transaction/{id} - Action **Find Contractor by Query** FInd contractor by name or his requisites - Action **Find Contractor Requisites** Finds a Requisites that blongs to a Contractor - Action **Find Transaction by Query** Find transaction by contractor name, account name, details or sum - Action **Get account** /v1/biz/{biz_id}/account/{id} - Action **Get contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Get transaction** /v1/biz/{biz_id}/transaction/{id} - Action **List accounts** /v1/biz/{biz_id}/account - Action **List businesses** /v1/biz - Action **List categories** /v1/biz/{biz_id}/category - Action **List comments** Lists the comments on a record. - Action **List companies** /v1/biz/{biz_id}/company - Action **List orders** /v1/biz/{biz_id}/orders/order - Action **List projects** /v1/biz/{biz_id}/project - Action **Update account** /v1/biz/{biz_id}/account/{id} - Action **Update category** /v1/biz/{biz_id}/category/{id} - Action **Update company** /v1/biz/{biz_id}/company/{id} - Action **Update contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Update project** /v1/biz/{biz_id}/project/{id} - Action **Update transaction** /v1/biz/{biz_id}/transaction/{id} - Action **Add conversation tag** /conversations/{id}/tag - add a tag to a conversation. - Action **Assign conversation** /conversations/{id}/assign - assign an admin to the conversation. - Action **Close conversation** /conversations/{id}/close - close a conversation. - Action **Create Event** Creates a new event. - Action **Create/Update/Delete Properties** Creates, updates or deletes a list of properties, depending on an operation choice. - Action **Delete conversation tag** /conversations/{id}/tag - remove a tag from a conversation. - Action **Get conversation** /conversations/{id} - retrieve a conversation by id. - Action **Get user** /users/{id} - retrieve a user's data. - Action **List conversation parts** /conversations/{id}/parts - list messages/parts of a conversation. - Action **List user events** /users/{id}/events - list a user's tracked events. - Action **List users** /apps/{id}/users - list users (leads) of an app; paginated. - Action **Reply to conversation** /conversations/{id}/reply - post a reply in a conversation. - Action **Send message to user** /users/{id}/sendmessage - send a manual message to a user. ## Each app on its own - [ **Finolog** Finolog is a money accounting app for small and medium businesses.](https://apiant.ai/connections/finolog) - [ **Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connections/dashly) Reviews ## What our customers say ## More from Finolog - [ **Finolog to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/finolog-to-hubspot) - [ **Finolog to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/finolog-to-salesforce) - [ **Finolog to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/finolog-to-slack) - [ **Finolog to Google Sheets** Google Sheets](https://apiant.ai/connect/finolog-to-google-sheets) - [ **Finolog to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/finolog-to-gmail) - [ **Finolog to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/finolog-to-google-calendar) ## More into Dashly - [ **CS-Cart to Dashly** Marketplace software trusted by 1300+ marketplaces.](https://apiant.ai/connect/cs-cart-to-dashly) - [ **EquipDash to Dashly** EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.](https://apiant.ai/connect/equipdash-to-dashly) - [ **HubSpot to Dashly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dashly) - [ **Salesforce to Dashly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dashly) - [ **Slack to Dashly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dashly) - [ **Google Sheets to Dashly** Google Sheets](https://apiant.ai/connect/google-sheets-to-dashly) Questions ## Finolog and Dashly, answered ### ### What can start an automation from Finolog? Any of Finolog's 7 triggers in the catalog, including New Account, New Category, New Company and New Contractor. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dashly when something happens in Finolog? Any of Dashly's 13 actions, including Create Event, Create/Update/Delete Properties, Send message to user and Add conversation tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dashly to Finolog? Dashly has no triggers in the catalog today, so automations start in Finolog. If you need the other direction, ask: your agent reads Dashly's API documentation and adds it. ### ### Do I have to build a connector for Finolog or Dashly? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Finolog and Dashly without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.