Do More With Moneybird
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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
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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
Add an attachment to a new document (use in combination with Create Document).
Create a new document
Send a sales invoice
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.