Connect Moneybird and Deputy to Build Intelligent Automations

Choose a Trigger

Moneybird

When this happens...

Choose an Action

Deputy

Automatically do this!

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.

New Employee

New Employee

Trigger when there is a new employee in created.

New Department

New Department

Trigger when a new department created.

New Location

New Location

Trigger when new location in created.

Request a new Trigger for Moneybird

Do thisActions

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

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

Create Sales Invoice

Create Sales Invoice

Create a new sales invoice

Send an Invoice

Send an Invoice

Send a invoice.

Create Quote

Create Quote

Create a new Quote.

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Frequently Asked Questions

How do I start an integration between Moneybird and Deputy?

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

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

Absolutely. You can customize how Moneybird data is recorded in Deputy. This includes choosing which data fields go into which fields of Deputy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Moneybird and Deputy?

The data sync between Moneybird and Deputy 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 Moneybird to Deputy?

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 Moneybird and Deputy?

Yes, you can set conditional logic to control the flow of data between Moneybird and Deputy. 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.

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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Deputy

About Deputy

Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.

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