Connect Moneybird and Edusign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
Choose an Action
Automatically do this!
Create classroom
Create a course
Create Group
Create Professor
Create Student
Update Student
Update Professor
Update Group
Find Student
Find Professor
Find Group
Find Document
Find Document Template
Find Admin
Delete Document
Creates a new Admin
Ready to use Moneybird and Edusign 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 Student
Trigger when a new student is created.
New Professor
Triggers when you want to get all professors from the API.
New Group
Triggers when a new group is created.
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 Edusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Edusign (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Edusign. This includes choosing which data fields go into which fields of Edusign, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Edusign 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 Edusign. 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 Edusign
Digital attendance sheets. Sign online and generate certified documents in seconds.
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