Connect Form.taxi 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 Submission Arrives
Runs when a new form submission is received.
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 Form.taxi 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 Form.taxi and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in Form.taxi triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how Form.taxi 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 Form.taxi 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 Form.taxi 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 Form.taxi
Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.
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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