Connect chatdaddy and Moneybird to Build Intelligent Automations

Choose a Trigger

chatdaddy

When this happens...

Choose an Action

Moneybird

Automatically do this!

Enable Integrations or automations with these events of chatdaddy and Moneybird

Enable Integrations or automations with these events of chatdaddy and Moneybird

Triggers

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 chatdaddy

Actions

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

Send an Invoice

Send an Invoice

Send a invoice.

Create Quote

Create Quote

Create a new Quote.

Request a new Action for chatdaddy

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Frequently Asked Questions

How do I start an integration between chatdaddy and Moneybird?

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

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

Absolutely. You can customize how chatdaddy 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 chatdaddy and Moneybird?

The data sync between chatdaddy 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 chatdaddy 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 chatdaddy and Moneybird?

Yes, you can set conditional logic to control the flow of data between chatdaddy 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.

chatdaddy

About chatdaddy

ChatDaddy is the ultimate WhatsApp automation & marketing tool

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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.

Learn More