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Set up your first integration
Quickly connect Moneybird to Notion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Moneybird with Notion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Moneybird.
Add your action
An action happens after the trigger—such as "Add Block to Page" in Notion.
You’re connected!
Zapier seamlessly connects Moneybird and Notion, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerInstant - 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
ActionWrite- Contact IdRequired
- 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
ActionWrite
- New Quote
Triggers when a new quote is created.
Try ItTriggerInstant - Document idRequired
- File urlRequired
ActionWrite- ReferenceRequired
- DateRequired
- Contact IdRequired
ActionWrite- Contact IdRequired
- 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
ActionWrite
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Practical ways you can use Moneybird and Notion
Track new invoices in Notion
Every time a new sales invoice is created in Moneybird, Zapier will automatically log the invoice details in a Notion database. This ensures a real-time view of your financials within your workspace. Business owners can quickly review records, monitor cash flow, and collaborate with their team effectively.
Business Owner
Sync Notion updates to accounting records
When a Notion database item is updated (e.g., a project marked completed), Zapier finds and updates the related contact in Moneybird. IT can automate cross-platform syncs to maintain data continuity, saving admin time.
ITSync leads and invoices for campaigns
When a new contact is added in Moneybird, Zapier will instantly create a corresponding entry in a Notion database. This helps marketers consolidate new client details into campaign planning tools, while enabling targeted outreach and ROI tracking.
Marketing & Marketing OpsLearn how to automate Notion on the Zapier blog
Frequently Asked Questions about Moneybird + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Moneybird and Notion
How do I connect Moneybird with Notion?
To connect Moneybird with Notion, you will need to use our integration platform. First, ensure that you have active accounts on both Moneybird and Notion. Navigate to our integration dashboard and select the option to create a new integration. Choose Moneybird as your trigger app and Notion as your action app. Then, follow the prompts to authenticate both apps and configure triggers and actions according to your workflow needs.
What kind of triggers can I set up in Moneybird for Notion?
In Moneybird, you can set up various triggers such as when a new invoice is created, when an existing invoice is paid, or when a contact is updated. These triggers can initiate actions in Notion like creating a database entry or updating existing records.
Can I automatically add new contacts from Moneybird into Notion?
Yes, you can automatically add new contacts from Moneybird into Notion by setting a trigger for 'New Contact' in Moneybird. This can be linked to an action in Notion that creates a new record in your designated database for each contact.
Are there any limitations on the types of data I can transfer from Moneybird to Notion?
While most data types like invoices, transactions, and contacts can be transferred from Moneybird to Notion, complex data structures or deeply nested objects might not map directly into Notion's databases without some customization in the setup of your actions within our platform.
How often does the integration sync data between Moneybird and Notion?
The frequency of data synchronization depends on how you configure the triggers. You can set them up for real-time updates whenever an event occurs in Moneybird or schedule batch updates at specific intervals if preferred.
What should I do if my integration between Moneybird and Notion stops working?
If your integration stops working, start by checking the connection status of both apps within our platform's dashboard. Ensure that both applications are authenticated correctly. If problems persist, verify that your trigger-action pairs are still valid based on any recent changes to either app's API.
Is it possible to customize actions in Notion based on different events in Moneybird?
Yes, it's possible to customize actions based on different events (triggers) in Moneybird. For example, different events such as 'Invoice Created' vs 'Invoice Paid' could trigger various tasks like adding notes or tagging records differently in a Notion database depending on the event type.
