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.
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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.
It's easy to connect Moneybird + SuperSaaS and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new contact is created.
Create a new contact
Triggers when a new quote is created.
Create a new quote
Triggers when a new sales invoice is created.
Create a new sales invoice
Triggers when a user creates a new user login.
Send a sales invoice
Triggers on a new, changed or deleted appointment.
Create a new document