Connect Sales Play and Moneybird to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sales Play
Choose an Action
Automatically do this!
Create Contact
Get Administration
Create Document
Create Sales Invoice
Send an Invoice
Create Quote
Ready to use Sales Play 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 Sales Play integrations.
Find Categories
Find the list of categories from SalesPlay POS.
Create or update a category
create or update a category from SalesPlay POS.
Find Products
Find products available in SalesPlay POS.
Create or update a SingleProduct
Create or update a SingleProduct in sales play.
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
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Frequently Asked Questions
To start, connect both your Sales Play and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in Sales Play triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how Sales Play 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 Sales Play 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 Sales Play 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 Sales Play
SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.
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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