
When this happens...
New Task
Task Updated
Task Deleted
Sending Notifications

Automatically do this!
Create Contact
Get Administration
Create Document
Create Sales Invoice
Send an Invoice
Create Quote
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created.
Triggers when a task is updated.
Trigger's when a task is deleted.
Triggers when a new notifications is sent.
Triggers when a new invoice is created in Moneybird.
Triggers when a new contact is created in Moneybird.
Action is the task that follows automatically within your RouteLogic integrations.
Create a new product task.
Creates a new contact in Moneybird.
Get details of administration.
Create a new Document
Create a new sales invoice
Send a invoice.

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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 RouteLogic and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how RouteLogic 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 RouteLogic 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 RouteLogic 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.
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.
Learn MoreMoneybird 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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