Connect Scale and Moneybird to Build Intelligent Automations

Choose a Trigger

Scale

When this happens...

Choose an Action

Moneybird

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice

New Invoice

Triggers when a new invoice is created in Moneybird.

New Contact

New Contact

Triggers when a new contact is created in Moneybird.

New Quote

New Quote

Trigger when a new quote is created.

Request a new Trigger for Scale

Do thisActions

Action is the task that follows automatically within your Scale integrations.

Get Tasks

Get Tasks

Retrieve all the tasks for given project.

Create Batch

Create Batch

Create a new batch in a project to group related tasks for processing.

Pause Batch

Pause Batch

Pause processing of an in-progress Batch. Only unstarted tasks will be paused.

Resume Batch

Resume Batch

Resume processing of a paused Batch. Previously paused tasks will be resumed.

Finalize a batch

Finalize a batch

Mark a Scale batch as complete so no new tasks can be added.

Cancel Batch

Cancel Batch

Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.

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Frequently Asked Questions

How do I start an integration between Scale and Moneybird?

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

Can we customize how data from Scale is recorded in Moneybird?

Absolutely. You can customize how Scale 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.

How often does the data sync between Scale and Moneybird?

The data sync between Scale and Moneybird 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 Scale to Moneybird?

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 Scale and Moneybird?

Yes, you can set conditional logic to control the flow of data between Scale 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.

Scale

About Scale

Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.

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Moneybird

About 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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