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Moneybird

Accounting

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Salesflare

CRM

Create integrations between Moneybird and Salesflare

Actions and Triggers

Triggers

Moneybird

New Account

Trigger When a new Account is created

Moneybird

New Contact

Trigger when New Contact Created

Moneybird

New Opportunity

Trigger when new opportunity is created

Moneybird

New Task

Trigger when a new task is created

Moneybird

New Workflow Step Event

Triggers when new workflow step event is created.

Actions

Moneybird

Get Administration

Get details of administration

Moneybird

Find account

Find an account

Moneybird

Find Contact

Find a contact

Moneybird

Find Opportunity

Find an Opportunity

Moneybird

Find Person

Find a Person

Moneybird

Find Pipeline Stage

Find a Pipeline Stage

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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.

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About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

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