Connect snapADDY and Moneybird to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new contacts
Choose an Action
Automatically do this!
Create Contact
Get Administration
Create Document
Create Sales Invoice
Send an Invoice
Create Quote
Ready to use snapADDY and Moneybird automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get new contacts
Retrieve contacts added to a specified contact list since the last run, returning the newest first.
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 snapADDY integrations.
Create Contact Item
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update contact
Update an existing contact in the selected SnapADDY contact list.
Retrieve contacts from contact list
Get all contacts in a contact list and optionally return only the fields you select.
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
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Frequently Asked Questions
To start, connect both your snapADDY and Moneybird accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in Moneybird (or vice versa).
Absolutely. You can customize how snapADDY 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 snapADDY 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 snapADDY 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 snapADDY
snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
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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