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Moneybird + Pipedrive

Create sales invoices in Moneybird from new Pipedrive activities

Effortlessly manage your invoicing process by connecting Pipedrive with Moneybird. With this workflow, every time there's a new activity in Pipedrive, a sales invoice will be created in Moneybird. Spend less time handling invoices and more on growing your business, thanks to this straightforward automation.

Effortlessly manage your invoicing process by connecting Pipedrive with Moneybird. With this workflow, every time there's a new activity in Pipedrive, a sales invoice will be created in Moneybird. Spend less time handling invoices and more on growing your business, thanks to this straightforward automation.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    MoneybirdMoneybird
    Create Sales Invoice

    Triggers when a new sales invoice is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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moneybird logo

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.
Learn more

Related categories

  • Accounting
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