Connect Maestra and Moneybird to Build Intelligent Automations

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Maestra

When this happens...

Choose an Action

Moneybird

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Ready to use Maestra 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 Maestra

Do thisActions

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

Create Channel

Create Channel

Create a new channel within a workspace

Upload File

Upload File

Initiates a new file upload to Maestra.

List Files

List Files

Grabs the file list with key id and basic information.

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

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Frequently Asked Questions

How do I start an integration between Maestra and Moneybird?

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

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

Absolutely. You can customize how Maestra 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 Maestra and Moneybird?

The data sync between Maestra 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 Maestra 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 Maestra and Moneybird?

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

Maestra

About Maestra

Maestra is a highly accurate speech to text software. Translate in English, French, Spanish, German and 80+ languages.

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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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