Connect Akkio and Moneybird to Build Intelligent Automations

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Akkio

When this happens...

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Moneybird

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice

New Invoice

Triggers when a new invoice is created in Moneybird.

New Contact

New Contact

Triggers when a new contact is created in Moneybird.

New Quote

New Quote

Trigger when a new quote is created.

Request a new Trigger for Akkio

Do thisActions

Action is the task that follows automatically within your Akkio integrations.

Update a Project

Update a Project

Update details of your project from project ID

Delete a Datasheet

Delete a Datasheet

Delete a Dtasheet from datasheet ID

Create Contact

Create Contact

Creates a new contact in Moneybird.

Get Administration

Get Administration

Get details of administration.

Create Document

Create Document

Create a new Document

Create Sales Invoice

Create Sales Invoice

Create a new sales invoice

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Frequently Asked Questions

How do I start an integration between Akkio and Moneybird?

To start, connect both your Akkio and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in Akkio triggers actions in Moneybird (or vice versa).

Can we customize how data from Akkio is recorded in Moneybird?

Absolutely. You can customize how Akkio data is recorded in Moneybird. This includes choosing which data fields go into which fields of Moneybird, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Akkio and Moneybird?

The data sync between Akkio and Moneybird typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Akkio to Moneybird?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Akkio and Moneybird?

Yes, you can set conditional logic to control the flow of data between Akkio and Moneybird. 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.

Akkio

About Akkio

It is an easy-to-use, scalable, and affordable AI platform for real-time decision making.

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Moneybird

About Moneybird

Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.

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