Connect Moneybird and ClickSend SMS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
Choose an Action
Automatically do this!
Send MMS Campaign
Delete Contact
Send Fax
Send SMS Campaign
Create Contact
Send Letter
Send Voice
Search Contact
Delete Contact List
Add Contact to List
Send MMS
Send SMS
Send Postcard
Update Contact
Search Account Details
Search Country code
Search Master Email Templates
Search Sms History
Search Contact Details
Search contact
Search Contact List
Ready to use Moneybird and ClickSend SMS automations
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 SMS Send
Triggers when new sms is send by clicksend.
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 ClickSend SMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in ClickSend SMS (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in ClickSend SMS. This includes choosing which data fields go into which fields of ClickSend SMS, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and ClickSend SMS 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 ClickSend SMS. 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 ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn More
