New Integration: Use Moneybird to Manage Business Finances on Your Own

Matt Lukso
Matt Lukso / January 4, 2018

Growing your business and making new sales is exciting, but managing your company’s finances can be a struggle without the right tools.

With Moneybird, you can manage your company’s accounting on your own without being a financial expert or needing to hire additional help. Using their out-of-the-box tools, the platform enables you to quickly generate job quotes and send branded invoices to your customers. Once payments are received, they can be seamlessly processed and linked to your bank account. Moneybird then updates all your reports automatically, which leaves you time for the things you really care about like growing your business.

Now that Moneybird connects with Zapier and its 750+ apps, you can set up Zaps to automate manual accounting tasks. With Zapier and Moneybird working in the background, you can rest assured your finances under control.

How Moneybird Works with Zapier


  • New Contact: Triggers when a new contact is created.
  • New Quote: Triggers when a new quote is created.
  • New Sales Invoice: Triggers when a new sales invoice is created.


  • Find Contact: Finds a contact.Optionally, create one if none are found.


  • Create Contact: Create a new contact
  • Send Sales Invoice: Send a sales invoice
  • Create Quote: Create a new quote
  • Create Document: Create a new document
  • Create Sales Invoice: Create a new sales invoice
  • Add Attachment to New Document: Add an attachment to a new document (use in combination with Create Document).

Automation Inspiration

Get started with these sample Zaps:

Create Invoices from New Sales

Keep Contact Lists Up-to-Date

How To Automate Moneybird with Zapier

  1. Sign up for a Moneybird account, and make sure you have a Zapier account

  2. Try some pre-made Moneybird integrations and learn more about how Moneybird works with Zapier

  3. Check out our Moneybird help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Moneybird and Zapier