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Moneybird + OmniFocus

Moneybird + OmniFocus

Moneybird + OmniFocus integrations

Create tasks in OmniFocus for new sales invoices in Moneybird

Start managing your financial data efficiently with this seamless workflow. When a new sales invoice pops up in Moneybird, a corresponding task is created in OmniFocus. This ensures you keep track of your sales activities without missing out on anything, thereby enhancing your financial management and boosting productivity. This setup is an ideal choice for businesses that seek to streamline their financial tasks.

  1. When this happens...
    New Sales Invoice
    New Sales Invoice
    New Sales InvoiceTriggers when a new sales invoice is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task in your OmniFocus Inbox.
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More things you can do with Moneybird and OmniFocus

Discover other triggers and actions you can use with Moneybird and OmniFocus

  • 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 Id
      Required
    • 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 id
      Required
    • File url
      Required
    Action
    Write
    • Reference
      Required
    • Date
      Required
    • Contact Id
      Required
    Action
    Write
    • Contact Id
      Required
    • 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 Moneybird
Moneybird provides cloud accounting for SME's in Holland.
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About OmniFocus
OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.
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