Connect custplace and Moneybird to Build Intelligent Automations

Choose a Trigger

custplace

When this happens...

Choose an Action

Moneybird

Automatically do this!

Enable Integrations or automations with these events of custplace and Moneybird

Enable Integrations or automations with these events of custplace 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 custplace

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 custplace

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Frequently Asked Questions

How do I start an integration between custplace and Moneybird?

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

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

Absolutely. You can customize how custplace 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 custplace and Moneybird?

The data sync between custplace 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 custplace 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 custplace and Moneybird?

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

custplace

About custplace

Custplace is a customer review management platform that allows you to collect and distribute customer reviews.

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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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