Connect Moneybird and Rev AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
Choose an Action
Automatically do this!
Submit Topic Extraction Job
Delete Topic Extraction
Submit Sentiment Analysis
Delete Submit Sentiment Analysis
Submit Force Alignment Job
Delete Submit Force Alignment Job
Ready to use Moneybird and Rev AI 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 Topic Extraction
Trigger when new topic extraction is created.
New Submit Sentiment Analysis
Trigger when new submit analysis .
New Force Alignment Job
Trigger when new force alignment 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 Rev AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Rev AI (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Rev AI. This includes choosing which data fields go into which fields of Rev AI, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Rev 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 Rev 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 Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
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