Connect Datafiniti and Moneybird to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
New Quote
Trigger when a new quote is created.
Do thisActions
Action is the task that follows automatically within your Datafiniti integrations.
Search Businesses
Search businesses by name and retrieve business data (JSON or CSV). Optionally download results and limit the number of records.
Extract data from URL
Extract structured product and page details (images, categories, identifiers) from a webpage URL.
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
Create Sales Invoice
Create a new sales invoice
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Frequently Asked Questions
To start, connect both your Datafiniti and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in Datafiniti triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how Datafiniti 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.
The data sync between Datafiniti and Moneybird typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Datafiniti 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.
About Datafiniti
Datafiniti is a comprehensive data platform that provides access to a wide range of web data, enabling businesses to gather insights and make informed decisions. With its robust data collection and processing capabilities, Datafiniti helps users streamline their data acquisition processes.
Learn MoreAbout 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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