Connect Moneybird and Floworg AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
Choose an Action
Automatically do this!
Add Tag By Name To User
Add Tag To User
Broadcast Sub flow To User
Clear User Field
Clear User Field by Name
Create Custom Field
Create Tag
Pause Bot Automation
Remove Tag by Name from User
Remove Tag from User
Resume Bot Automation
Send Content to User
Send Main Flow to User
Send Sub Flow to User
Send Text to User
Set Bot Field
Set Bot Field by Name
Set User Field
Set User Field by Name
Create Bot User
Find Agent By Email
Use the Built-in Integrations
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.
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 Floworg AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Floworg AI (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Floworg AI. This includes choosing which data fields go into which fields of Floworg AI, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Floworg AI 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 Floworg AI. 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 Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
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