Connect your bank account to Zapier

By the end of this guide, you will have a Zap that triggers on every new movement in your connected bank account and sends it to another application. The Fintoc integration with Zapier connects your bank account to more than 2000 applications without code. For example, you can send your bank movements to a Google Sheets spreadsheet, or connect your bank account to QuickBooks.

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Consideration

Zapier only shows movements created after you make the connection. You cannot access historical movements.

Connect your Link with Zapier

In the applications list of Zapier, search for Fintoc and leave the default trigger, New Movement. The Fintoc Zapier integration is in beta.

On the next step, select the Link that you want to connect with Zapier.

If you don't have a Link, create one in the Fintoc Dashboard. Save the link_token.

In Zapier, click the "Connect a new account" button and enter your secret key and the link_token of the Link you are connecting to Zapier.

Once you connect your Link on Zapier, you should see a list of accounts. Select the account you want and continue.

Select your bank account

Select the bank account from your Link that you want to connect with Zapier. Zapier shows every bank account the Link you just entered controls. Select the one you want and continue.

Test the integration

To confirm the Zap works, run a transaction on the connected account or wait for the next movement to post. When Zapier receives the new movement, the movement appears in the trigger's test data and runs your downstream action, such as creating a spreadsheet row. If no movement appears, recheck the secret key and link_token you entered in the "Connect your Link with Zapier" step.