Moneybird Integrations

Manually adding new customers from WooCommerce to Moneybird costs a lot of time and is error-sensitive. This integration creates a new Moneybird contact when a new customer registers for an account on WooCommerce.

How this WooCommerce-Moneybird integration works

1. A new customer registers for an account on WooCommerce
2. Zapier creates a new contact in Moneybird based on the customer

Apps involved

• WooCommerce
• Moneybird

Saving data as CSV files is an easy way to keep backups of your data and makes it easy to import. This integration adds a new row to Excel when a new Moneybird quote is created.

How this Moneybird-Excel integration works

1. A Moneybird quote has been created
2. Zapier adds a new row to Excel based on the quote.

Apps involved

• Moneybird
• Excel

Gravity Forms is a great application for creating forms. How cool would it be if you could create Moneybird quotes using Gravity Forms? This integration will do exactly that, by automatically creating a new Moneybird quote when a Gravity form has been submitted.

How this Gravity Forms-Moneybird integration works

1. A form on Gravity forms has been submitted
2. Zapier creates a new Moneybird quote based on the form.

Apps involved

• Gravity Forms
• Moneybird

If you use Shopify to manage your store and Moneybird to manage your accounting this integration is for you! When a new order is created in Shopify, Zapier will automatically create a new Moneybird sales invoice for you (based on the order).

How this Shopify-Moneybird integration works

1. A new order is created in Shopify
2. Zapier creates a new Moneybird sales invoice based on the order

Apps involved

• Shopify
• Moneybird

A time-consuming part of keeping your administration tidy is managing incoming documents. Finding the correct attachment for the document can be a hassle. This integration aims to solve that problem. After uploading a file to Dropbox, a new document will be created in Moneybird and the uploaded file will be attached to it.

How this Dropbox-Moneybird integration works

1. A new file is uploaded to Dropbox
2. Zapier creates a new document in Moneybird
3. Zapier attaches the Dropbox file to the newly create Moneybird document

Apps involved

• Dropbox
• Moneybird

You have better things to do than add contacts to multiple apps. Turn on this integration, and Zapier will add any new Moneybird contacts as subscribers to SendPulse automatically for you so you can be sure they get your updates.

How this Moneybird-SendPulse integration works

1. A new contact is created in Moneybird.
2. Zapier adds a new SendPulse subscriber based on the contact.

Apps involved

• Moneybird
• SendPulse

It's a pain to manually transfer information about your users between different web tools you use every day. Use this Zap to automatically have your new SuperSaaS users added to Moneybird as contacts. Now there's no need to update Moneybird contact records by hand and you can rest assured that your accounting information is up-to-date.

Let Zapier automatically create an invoice in Moneybird for every new appointment booked in your SuperSaaS schedule. If the SuperSaaS user already exists in your Moneybird contacts, the invoice will automatically be assigned to the contact. If the user doesn't exist, this Zap will also create a new contact in Moneybird.

Note: in step 2 you can select the details from SuperSaaS you want to be added to the Moneybird contact. This information will be used for future invoices and can be changed and updated in your Moneybird account.

How this SuperSaaS - Moneybird integration works:

1. A new appointment is created in SuperSaaS
2. Zapier checks if the contact exists or creates a new contact in Moneybird
3. Zapier creates an invoice in Moneybird

Apps involved

• SuperSaaS
• Moneybird

You can keep your financial records organized without spending too much time. This Zap will instantly create a sales invoice in your Moneybird account when a SuperSaaS user purchases credit. If the SuperSaaS user already exists in your Moneybird contacts, the invoice will automatically be assigned to the contact. If the user doesn't exist, this Zap will also create a new contact in Moneybird, so you can always rest assured the sales invoices are recorded in the right place.

Do you use Moneybird for accounting? Then this integration can add invoices to Moneybird once they are sent in Recras.

Note: This integration has some more details on how to set it up here in documentation