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ActiveCampaign + Moneybird

Create or update ActiveCampaign contacts from new Moneybird sales invoices

Stay organized and on top of your customer relationships with this proactive workflow. When a new sales invoice is generated in Moneybird, it instantly creates or updates the corresponding contact in ActiveCampaign. This smooth process ensures your customer data stays up-to-date, saving you from manual data entry, and allowing more time to focus on growing your sales.

Stay organized and on top of your customer relationships with this proactive workflow. When a new sales invoice is generated in Moneybird, it instantly creates or updates the corresponding contact in ActiveCampaign. This smooth process ensures your customer data stays up-to-date, saving you from manual data entry, and allowing more time to focus on growing your sales.

  1. When this happens...
    MoneybirdMoneybird
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Moneybird triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Moneybird triggers, actions, and search

    New Sales Invoice

    Triggers when a new sales invoice is created.

    Trigger
    Instant
    Try It
    • Company Name

    • Address1

    • Address2

    • Zipcode

    • City

    • Country

    • Email

    • Phone

    • Delivery Method

    • Customer Id

    • Tax Number

    • Firstname

    • Lastname

    • Chamber Of Commerce

    • Send Invoices To Attention

    • Send Invoices To Email

    • Send Quotes To Attention

    • Send Quotes To Email

    • Import Job

    • Sepa Active

    • Sepa Iban

    • Sepa Iban Account Name

    • Sepa Bic

    • Sepa Mandate Id

    • Sepa Mandate Date

    • Sepa Sequence Type

    • Email Ubl

    Action
    Write
    • Contact IdRequired

    • Reference

    • Quote Date

    • Remove Quote Sequence Id

    • Language

    • Currency

    • Prices Are Incl Tax

    • Show Tax

    • First Due Interval

    • Pre Text

    • Post Text

    • Discount

    • Description

    • Period

    • Price

    • Amount

    • Tax Rate Id

    • Ledger Account Id

    • Row Order

    Action
    Write
    • Document idRequired

    • File urlRequired

    Action
    Write
    • ReferenceRequired

    • DateRequired

    • Contact IdRequired

    Action
    Write
    • Contact IdRequired

    • Reference

    • Invoice Sequence Id

    • Remove Invoice Sequence Id

    • Invoice Date

    • First Due Interval

    • Currency

    • Prices Are Incl Tax

    • Payment Conditions

    • Discount

    • Description

    • Period

    • Price

    • Amount

    • Tax Rate Id

    • Ledger Account Id

    • Row Order

    Action
    Write
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Help

Related categories

  • Marketing Automation

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