Do More With Moneybird
Get channel messages in Slack when new Moneybird sales invoices are created
It's always a joyous occasion when a new sale is closed. A sales invoice is an indicator of this, so why not share it with the rest of your team? This integration will send a channel message in Slack to notify your team. That way, you can all celebrate together - with GIFs and emojis, of course.
How this Moneybird-Slack integration works
- A Moneybird sales invoice has been created
- Zapier sends a channel message in Slack to notify your team
Create Google contacts from new Moneybird contacts
Moneybird is not the only application you use to communicate with your contacts. A lot of the contact is done via email. This integration will automatically create a new Google contact when you add a new contact in Moneybird.
How this Moneybird-Google Contact integration works
- A new contact is added to Moneybird
- Zapier adds that contact as a new contact in Google Contact
- Google Contact
Subscribe new Moneybird contacts to a MailChimp list
MailChimp is a great application to keep your customers engaged via emails. Manually having to add new Moneybird contacts to MailChimp can take a lot of time. This integration aims to automate that process by automatically adding new Moneybird contacts as subscribers to MailChimp.
How this Moneybird-MailChimp integration works
- A new contact is created in Moneybird
- Zapier adds a new MailChimp subscriber based on the contact.
Create Moneybird sales invoices from new WooCommerce orders
By using this integration, your new WooCommerce orders will automatically create a Moneybird sales invoice based on the order. This allows you to use Moneybird to send the invoice and at the same time keep your administration tidy.
How this WooCommerce-Moneybird integration works
- A new order is created in WooCommerce
- Zapier creates a new Moneybird sales invoice based on the new order
Create Moneybird sales invoices from new Google Sheets spreadsheet rows
Using Google Sheets to save your sales is a commonly used method. What if you could do this while also automatically creating a new Moneybird sales invoice? This integration will create a new Moneybird sales invoice based on the newly added Google Sheets spreadsheet row.
How this Google Sheets-Moneybird integration works
- A new Google Sheets spreadsheets row is added
- Zapier creates a new Moneybird sales invoice based on the row
- Google Sheets
Create Moneybird contacts from new WooCommerce customers
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
- A new customer registers for an account on WooCommerce
- Zapier creates a new contact in Moneybird based on the customer
Add new rows to an Excel sheet when new Moneybird quotes are created
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
- A Moneybird quote has been created
- Zapier adds a new row to Excel based on the quote.
Create Moneybird quotes from new Gravity Forms form submissions
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
- A form on Gravity forms has been submitted
- Zapier creates a new Moneybird quote based on the form.
- Gravity Forms
Create Moneybird sales invoices from Shopify orders
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
- A new order is created in Shopify
- Zapier creates a new Moneybird sales invoice based on the order
Attach Dropbox files to newly created Moneybird documents
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
- A new file is uploaded to Dropbox
- Zapier creates a new document in Moneybird
- Zapier attaches the Dropbox file to the newly create Moneybird document
Subscribe new Moneybird contacts to a SendPulse list
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
- A new contact is created in Moneybird.
- Zapier adds a new SendPulse subscriber based on the contact.
Add new SuperSaaS users to Moneybird as contacts
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.
Create new invoices and contacts in Moneybird with every new SuperSaaS appointment
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:
- A new appointment is created in SuperSaaS
- Zapier checks if the contact exists or creates a new contact in Moneybird
- Zapier creates an invoice in Moneybird
Create Moneybird sales invoices for new SuperSaaS credit purchases
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.
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Launched on Zapier November 1, 2017
Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Moneybird Triggers, Searches, and Actions are supported by Zapier:
Create a new contact
Create a new quote
Create a new sales invoice
Send a sales invoice
Create a new document
Add an attachment to a new document (use in combination with Create Document).
Triggers when a new contact is created.
Triggers when a new quote is created.
Triggers when a new sales invoice is created.
Finds a contact.