Connect Privyr and MoneyMinder to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
- Request a new Action for MoneyMinder
Enable Integrations or automations with these events of Privyr and MoneyMinder
Enable Integrations or automations with these events of Privyr and MoneyMinder
Actions
Create Client
Creates a new client
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Privyr and MoneyMinder accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in MoneyMinder (or vice versa).
Absolutely. You can customize how Privyr data is recorded in MoneyMinder. This includes choosing which data fields go into which fields of MoneyMinder, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and MoneyMinder 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 Privyr and MoneyMinder. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout MoneyMinder
MoneyMinder is an easy-to-use online accounting software designed for clubs, associations, and nonprofit organizations. It helps treasurers and volunteers manage budgets, track expenses, collect dues, and generate financial reports with no accounting experience required.
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