Connect Moneybird and Clearpoint Strategy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
Choose an Action
Automatically do this!
- Request a new Action for Clearpoint Strategy
Enable Integrations or automations with these events of Moneybird and Clearpoint Strategy
Enable Integrations or automations with these events of Moneybird and Clearpoint Strategy
Triggers
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.
Actions
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 Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Clearpoint Strategy 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 Clearpoint Strategy. 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 Clearpoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
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