Connect Moneybird and Twist to Build Intelligent Automations

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Moneybird

When this happens...

Choose an Action

Twist

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice

New Invoice

Triggers when a new invoice is created in Moneybird.

New Contact

New Contact

Triggers when a new contact is created in Moneybird.

New Quote

New Quote

Trigger when a new quote is created.

New Thread

New Thread

Triggers when a new thread is created in a channel.

New Comment Posted in Thread

New Comment Posted in Thread

Triggers when a new comment is added in a thread.

New Message Posted in Conversation

New Message Posted in Conversation

Triggers when a new message is added anywhere inside a conversation.

Do thisActions

Action is the task that follows automatically within your Moneybird integrations.

Create Contact

Create Contact

Creates a new contact in Moneybird.

Get Administration

Get Administration

Get details of administration.

Create Document

Create Document

Create a new Document

Create Sales Invoice

Create Sales Invoice

Create a new sales invoice

Send an Invoice

Send an Invoice

Send a invoice.

Create Quote

Create Quote

Create a new Quote.

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Frequently Asked Questions

How do I start an integration between Moneybird and Twist?

To start, connect both your Moneybird and Twist accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Twist (or vice versa).

Can we customize how data from Moneybird is recorded in Twist?

Absolutely. You can customize how Moneybird data is recorded in Twist. This includes choosing which data fields go into which fields of Twist, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Moneybird and Twist?

The data sync between Moneybird and Twist typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Moneybird to Twist?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Moneybird and Twist?

Yes, you can set conditional logic to control the flow of data between Moneybird and Twist. 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

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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Twist

About Twist

Twist is a team communication tool designed to facilitate organized and efficient collaboration. It helps teams stay on the same page with threaded conversations, ensuring that important information is easy to find and follow.

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