Enable Integrations or automations with these events of Moneybird and kanbanflow
Triggers when a new invoice is created in Moneybird.
Triggers when a new contact is created in Moneybird.
Trigger when a new quote is created.
Creates a new contact in Moneybird.
Get details of administration.
Create a new Document
Create a new sales invoice
Send a invoice.
Create a new Quote.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Moneybird and kanbanflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in kanbanflow (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in kanbanflow. This includes choosing which data fields go into which fields of kanbanflow, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and kanbanflow 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 kanbanflow. 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 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 MoreKanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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