Popular ways to use Moneybird workflows

• Get channel messages in Slack when new Moneybird sales invoices are created

  

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  Moneybird, Slack

  Moneybird + Slack

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  1. 

     When this happens

     Step 1: New Sales Invoice

  2. 

     Then do this

     Step 2: Send Channel Message

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  Get channel messages in Slack when new Moneybird sales invoices are created

  

  by Zapier

  Zapier

  Get channel messages in Slack when new Moneybird sales invoices are created

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  • 
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  Moneybird, Slack

  Moneybird + Slack

• Create Google contacts from new Moneybird contacts

  

  by Zapier

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  Moneybird, Google Contacts

  Moneybird + Google Contacts

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Create Contact

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  Create Google contacts from new Moneybird contacts

  

  by Zapier

  Zapier

  Create Google contacts from new Moneybird contacts

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  Moneybird, Google Contacts

  Moneybird + Google Contacts

• Subscribe new Moneybird contacts to a MailChimp list

  

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  Moneybird, Mailchimp

  Moneybird + Mailchimp

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     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Add/Update Subscriber

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  Subscribe new Moneybird contacts to a MailChimp list

  

  by Zapier

  Zapier

  Subscribe new Moneybird contacts to a MailChimp list

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  Moneybird, Mailchimp

  Moneybird + Mailchimp

• Create Moneybird sales invoices from new WooCommerce orders

  

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  WooCommerce, Moneybird

  WooCommerce + Moneybird

  More details

  1. 

     When this happens

     Step 1: Order

  2. 

     Then do this

     Step 2: Create Sales Invoice

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  Create Moneybird sales invoices from new WooCommerce orders

  

  by Zapier

  Zapier

  Create Moneybird sales invoices from new WooCommerce orders

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  WooCommerce, Moneybird

  WooCommerce + Moneybird

• Create Moneybird sales invoices from new Google Sheets spreadsheet rows

  

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  Google Sheets, Moneybird

  Google Sheets + Moneybird

  More details

  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Sales Invoice

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  Create Moneybird sales invoices from new Google Sheets spreadsheet rows

  

  by Zapier

  Zapier

  Create Moneybird sales invoices from new Google Sheets spreadsheet rows

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  Google Sheets, Moneybird

  Google Sheets + Moneybird

• Create Moneybird contacts from new WooCommerce customers

  

  by Zapier

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  WooCommerce, Moneybird

  WooCommerce + Moneybird

  More details

  1. 

     When this happens

     Step 1: Customer

  2. 

     Then do this

     Step 2: Create Contact

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  Create Moneybird contacts from new WooCommerce customers

  

  by Zapier

  Zapier

  Create Moneybird contacts from new WooCommerce customers

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  WooCommerce, Moneybird

  WooCommerce + Moneybird

• Add new rows to an Excel sheet when new Moneybird quotes are created

  

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  Moneybird, Microsoft Excel

  Moneybird + Microsoft Excel

  More details

  1. 

     When this happens

     Step 1: New Quote

  2. 

     Then do this

     Step 2: Add Row

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  Add new rows to an Excel sheet when new Moneybird quotes are created

  

  by Zapier

  Zapier

  Add new rows to an Excel sheet when new Moneybird quotes are created

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  Moneybird, Microsoft Excel

  Moneybird + Microsoft Excel

• Create Moneybird quotes from new Gravity Forms form submissions

  

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  Gravity Forms, Moneybird

  Gravity Forms + Moneybird

  More details

  1. 

     When this happens

     Step 1: Form Submission

  2. 

     Then do this

     Step 2: Create Quote

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  Create Moneybird quotes from new Gravity Forms form submissions

  

  by Zapier

  Zapier

  Create Moneybird quotes from new Gravity Forms form submissions

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  • 
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  Gravity Forms, Moneybird

  Gravity Forms + Moneybird

• 

  New Contact

  Triggers when a new contact is created.

  Trigger

  Instant
• 

  New Quote

  Triggers when a new quote is created.

  Trigger

  Instant
• 

  New Sales Invoice

  Triggers when a new sales invoice is created.

  Trigger

  Instant
• 

  Add Attachment to New Document

  Add an attachment to a new document (use in combination with Create Document).

  Action

  Write
• 

  Create Contact

  Create a new contact

  Action

  Write
• 

  Create Document

  Create a new document

  Action

  Write
• 

  Create Quote

  Create a new quote

  Action

  Write
• 

  Create Sales Invoice

  Create a new sales invoice

  Action

  Write
• Moneybird

  Send a sales invoice

  Scheduled

  Action

• Moneybird

  Finds a contact.

  Scheduled

  Action

• Moneybird

  Finds a tax rate.

  Scheduled

  Action

• Moneybird

  Finds a contact.

  Scheduled

  Action