Webhook Integration for Third-Party Automation Tools

garzajp93
garzajp93 Member
edited January 27 in Feature Requests

Description:
I would like to request webhook support in [Quicken Simplifi] to enable seamless integration with third-party automation tools like n8n, Zapier, etc. This feature would allow users to set up automated workflows for better transaction tracking and account management.

Key Use Cases:

  1. Daily Transaction Updates: Forward new transactions each morning to messaging platforms like WhatsApp, ensuring real-time updates and improved financial awareness.
  2. Account Summaries: Send daily or weekly summaries of account balances and transaction activity, offering a clear overview of finances.
  3. Custom Alerts: Enable custom alerts for transactions that meet specific criteria (e.g., above a certain amount), improving security and oversight.

Potential Benefits:

  • Enhanced productivity with automation tools.
  • Better financial tracking and management.
  • Increased user satisfaction with personalized notifications.
  • Connect simplifi data with data from other tools.
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