Connect Fluent Forms 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 Form Submission
Triggered when a new form is submitted in Fluent Forms.
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 Fluent Forms integrations.
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
Send an Invoice
Send a invoice.
Create Quote
Create a new Quote.
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Frequently Asked Questions
To start, connect both your Fluent Forms and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in Fluent Forms triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how Fluent Forms 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 Fluent Forms 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 Fluent Forms 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 Fluent Forms
Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection 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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