Integrate Moneybird and funil de vendas with viaSocket
Moneybird already connects with hundreds of apps. Funil de vendas's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Moneybird and funil de vendas.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About funil de vendas
Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moneybird and funil de vendas accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Moneybird and funil de vendas as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach funil de vendas. No coding required.
Yes. You can set up a workflow where Moneybird triggers actions in funil de vendas, and a separate workflow where funil de vendas triggers actions in Moneybird. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Moneybird and funil de vendas. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moneybird and funil de vendas integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
