Connect Moneybird and Superchat to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Contact
New Quote
Choose an Action
Automatically do this!
Create Contact
Create Note
Add Contact to Contact List
Update Contact
Update Conversation
List all channels
List all contacts
List all contact lists
List all conversations
List custom attributes
List files
List all inboxes
List all labels
List all templates
List all template folders
List all users
Find Contact
Ready to use Moneybird and Superchat automations
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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.
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is modified.
New Inbound Message
Triggers when a new message is received.
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 Superchat accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Superchat (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Superchat. This includes choosing which data fields go into which fields of Superchat, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Superchat 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 Superchat. 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 Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
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