
When this happens...
New Invoice
New Contact
New Quote

Automatically do this!
Create Customer
Create Redemption
Find Voucher
List Customers
Get Not Cancelled Redemptions
List Invalid Redemptions
Get All Cancelled Redemptions
List Project Integrations
List Project Subscriptions
List Users
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggered when a new voucher is created.
Action is the task that follows automatically within your Moneybird integrations.
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 Vouchery accounts to viaSocket. Once connected, you can set up a workflow where an event in Moneybird triggers actions in Vouchery (or vice versa).
Absolutely. You can customize how Moneybird data is recorded in Vouchery. This includes choosing which data fields go into which fields of Vouchery, setting up custom formats, and filtering out unwanted information.
The data sync between Moneybird and Vouchery 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 Vouchery. 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 MoreVouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
Learn More