Connect Moneybird and Asana to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
Choose an Action
Automatically do this!
Create a Project
Delete a project
Create a Task
Update a Task
Create Section
Create Subtask
Update a project
Assign a Task to a User
Create Project From Template
New Attachment Added to Task
Create Comment/Story
Create Task from Template
Find Section in Project
Add Task to Section of Project
Create Duplicate Task
Find Project
Find Task
Find Comments of Task
Add Tag to Task
Ready to use Moneybird and Asana automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Task
Triggered when a New Task is created in a Project.
New Story
Triggeres when a new story is added to a task.
Completed Task
Triggered when a task within a project is marked as completed. Does not trigger on completed subtasks.
Do thisActions
Action is the task that follows automatically within your Moneybird 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 Moneybird and Asana accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Asana (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Asana. This includes choosing which data fields go into which fields of Asana, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Asana 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 Moneybird and Asana. 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 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.
Learn MoreAbout Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
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