Connect Geckoboard and Moneybird to Build Intelligent Automations

Choose a Trigger

Geckoboard

When this happens...

Choose an Action

Moneybird

Automatically do this!

Ready to use Geckoboard and Moneybird automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Geckoboard

Do thisActions

Action is the task that follows automatically within your Geckoboard integrations.

Add Record to Dataset

Add Record to Dataset

Add a record to an existing dataset

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.

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Frequently Asked Questions

How do I start an integration between Geckoboard and Moneybird?

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

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

Absolutely. You can customize how Geckoboard 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 Geckoboard and Moneybird?

The data sync between Geckoboard 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 Geckoboard 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 Geckoboard and Moneybird?

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

Geckoboard

About Geckoboard

Geckoboard is a data visualization tool that helps teams focus on key metrics by providing real-time dashboards to monitor business performance. It allows users to connect to a variety of data sources and create custom dashboards to display their most important data visually.

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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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