Connect pdf4me and Moneybird to Build Intelligent Automations
Ready to use pdf4me and Moneybird 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.
Do thisActions
Action is the task that follows automatically within your pdf4me integrations.
Rotate All PDF Pages
Rotate all the pages of a PDF document.
Compress PDF
Reduce the file size of a PDF document.
Classify Document
Analyze a PDF from a URL to determine its document class using PDF4me and return classification results, the stored file URL, file name, and base64 content.
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
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Frequently Asked Questions
To start, connect both your pdf4me and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how pdf4me data is recorded in Moneybird. This includes choosing which data fields go into which fields of Moneybird, setting up custom formats, and filtering out unwanted information.
The data sync between pdf4me and Moneybird 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 pdf4me and Moneybird. 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 pdf4me
PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
Learn MoreAbout 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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