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Connect moloni and Investr

Integrate moloni with Investr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Available events for moloni and Investr

Full list

Supported Triggers & Actions

Everything you can automate between moloni and Investr.

When this happensTrigger

No trigger available

Do thisActions

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

Get all Companies

Get all Companies

Get existing companies

Request a new Action for moloni
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations moloni
moloni + Investr
moloni logo

About moloni

Moloni is an online invoicing software, that allows each entrepreneur to effectively control business, automate billing, deliver documents quickly and intuitively.

Learn more
Integrations Investr
Investr + moloni
Investr logo

About Investr

Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.

Learn more

Frequently Asked Questions

How do I connect moloni and Investr?

Sign up for a free viaSocket account, then authorize both your moloni and Investr accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between moloni and Investr as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from moloni to Investr?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Investr. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where moloni triggers actions in Investr, and a separate workflow where Investr triggers actions in moloni. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between moloni and Investr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire moloni and Investr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.