Connect Domo 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 Card
Triggers When new Card is Created .
New Task
Triggers when new Task is Created.
New Project
Triggers when new Project is Created.
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 Domo integrations.
Create List
Create a new list inside a Domo project with a specified name, list type, and optional index.
Update List
Updates an Existing List.
Create Group
Create a new Domo group with the specified name.
Create Project
Creates a Project.
Update Project
Updates an Existing Project.
Delete Project
Deletes a Project by its ID.
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Frequently Asked Questions
To start, connect both your Domo and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how Domo 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 Domo 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 Domo 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
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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