Connect SmartRoutes and Moneybird to Build Intelligent Automations

Choose a Trigger

SmartRoutes

When this happens...

Choose an Action

Moneybird

Automatically do this!

Ready to use SmartRoutes and Moneybird automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order Created

New Order Created

Triggers when a new order is created.

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 SmartRoutes

Do thisActions

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

Create a Order

Create a Order

Creates a new order.

Get Customer by ID

Get Customer by ID

Here you will get costumer details.

Update Customer by ID

Update Customer by ID

Can update customer details.

Get All Vehicles

Get All Vehicles

Here you will get all vehicle details.

Delete Orders by Order Number

Delete Orders by Order Number

The order will be deleted by providing order id.

Get Orders

Get Orders

To get all orders.

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Frequently Asked Questions

How do I start an integration between SmartRoutes and Moneybird?

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

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

Absolutely. You can customize how SmartRoutes 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 SmartRoutes and Moneybird?

The data sync between SmartRoutes 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 SmartRoutes 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 SmartRoutes and Moneybird?

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

SmartRoutes

About SmartRoutes

SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.

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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.

Learn More