IntegrationsMoneybirdInmobalia CRM
Moneybird + Inmobalia CRM

Connect Moneybird and Inmobalia CRM to Build Intelligent Automations

Choose a Trigger

Moneybird

When this happens...

Choose an Action

Inmobalia CRM

Automatically do this!

Enable Integrations or automations with these events of Moneybird and Inmobalia CRM

Enable Integrations or automations with these events of Moneybird and Inmobalia CRM

Triggers

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.

Request a new Trigger for Moneybird

Actions

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.

Request a new Action for Moneybird

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Frequently Asked Questions

How do I start an integration between Moneybird and Inmobalia CRM?

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

Can we customize how data from Moneybird is recorded in Inmobalia CRM?

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

How often does the data sync between Moneybird and Inmobalia CRM?

The data sync between Moneybird and Inmobalia CRM 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 Inmobalia CRM?

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 Inmobalia CRM?

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

About Inmobalia CRM

Inmobalia CRM is the online real estate software and secure property MLS network servicing the most recognized real estate agencies on the Costa del Sol, probably one of the most competitive real estate markets in Spain and the whole Europe

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