
When this happens...
New Invoice
New Contact
New Quote
Automatically do this!
Enable Integrations or automations with these events of Moneybird and Specter
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 Specter accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Specter (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Specter. This includes choosing which data fields go into which fields of Specter, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Specter 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 Specter. 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 MoreThe Best Alternative Data on the Market. Specter empowers next generation businesses with data-driven insights.
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