Connect Nibo and momentifi to Build Intelligent Automations

Choose a Trigger

Nibo

When this happens...

Choose an Action

momentifi

Automatically do this!

Enable Integrations or automations with these events of Nibo and momentifi

Enable Integrations or automations with these events of Nibo and momentifi

Actions

Create Bank Account

Create Bank Account

Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.

Create Employee

Create Employee

Create a new employee record with contact, address, bank, and company details.

Create Cost Center

Create Cost Center

Create a cost center using the provided description.

View Account Statement

View Account Statement

Shows the account statement for a selected account and date range.

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Frequently Asked Questions

How do I start an integration between Nibo and momentifi?

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

Can we customize how data from Nibo is recorded in momentifi?

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

How often does the data sync between Nibo and momentifi?

The data sync between Nibo and momentifi 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 Nibo to momentifi?

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 Nibo and momentifi?

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

Nibo

About Nibo

Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.

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momentifi

About momentifi

Momentifi Integration with the Momentifi, Relationship Planner or CMPS applications

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