Connect HubSpot and Moneybird to power AI-driven automation

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Start with a template that brings HubSpot and Moneybird together. Build enterprise-grade automation in minutes.

Our most popular template

Create Moneybird sales invoices when new HubSpot ticket property changes occur
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HubSpot + Moneybird
Create new HubSpot contacts from new Moneybird contacts
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Moneybird + HubSpot
Create HubSpot deals for new Moneybird sales invoices
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Moneybird + HubSpot
Create new Moneybird contacts from new HubSpot contacts
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HubSpot + Moneybird
Create new HubSpot companies from new Moneybird contacts
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Moneybird + HubSpot
Create new HubSpot deals from new Moneybird quotes
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Moneybird + HubSpot

Create Moneybird sales invoices when new HubSpot ticket property changes occur

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HubSpot + Moneybird

Create new HubSpot contacts from new Moneybird contacts

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Moneybird + HubSpot

Create HubSpot deals for new Moneybird sales invoices

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Moneybird + HubSpot

Create new Moneybird contacts from new HubSpot contacts

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HubSpot + Moneybird

Create new HubSpot companies from new Moneybird contacts

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Moneybird + HubSpot

Create new HubSpot deals from new Moneybird quotes

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Moneybird + HubSpot

Create Moneybird contacts from new or updated HubSpot companies
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HubSpot + Moneybird
Create or update HubSpot contacts when new contacts appear in Moneybird
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Moneybird + HubSpot

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from HubSpot.

Add your action

An action happens after the trigger—such as "Add Attachment to New Document" in Moneybird.

You’re connected!

Zapier seamlessly connects HubSpot and Moneybird, 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.

- Note
- Additional properties to retrieve
Trigger
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- Object Type
  Required
- Properties to Retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Event Type
Trigger
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- Type
Trigger
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Instant
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- 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
- Sales invoice id
  Required
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write
- Name
- Percentage
- Country
Action
Search

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- 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
- Query
Action
Search
- Query
- 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
Search or write

For AI agents & developers

Use HubSpot and Moneybird with AI agents and code

Beyond Zap workflows. Call HubSpot and Moneybird actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose HubSpot and Moneybird actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Update Contact Subscription Preferences
Add Attachment to New Document

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger HubSpot and Moneybird actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* hubspot / moneybird action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use HubSpot and Moneybird

Sync new sales invoices to CRM.

Tracks new sales invoices in Moneybird by having them automatically synced to HubSpot. This way, the sales records in your CRM are always up-to-date, reducing manual work and improving accuracy.

Business Owner

Try it

Update invoices based on customer queries.

If a support ticket in HubSpot is raised that involves billing adjustments, Zapier automatically updates the relevant sales invoice in Moneybird. This prevents billing discrepancies and speeds up resolution time.

Customer Support Ops

Try it

Create new quotes for potential deals.

When a new deal is added to HubSpot, Zapier triggers the creation of a quote in Moneybird. This makes preparing sales documentation seamless, ensuring clients quickly receive their quotes.

Sales Ops

Try it

Learn how to automate HubSpot on the Zapier blog

Make work flow with AI

Level up your HubSpot to Moneybird integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about HubSpot + Moneybird integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Moneybird

Is it possible to automatically create a Moneybird contact from a HubSpot contact?

Yes, you can set up a trigger in HubSpot such that whenever a new contact is added, an action is executed in Moneybird to create a corresponding contact. Our system ensures the seamless transfer of essential information like name, email, and address between both platforms.

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

Learn moreLearn moreHelpHelp

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Marketing Automation

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About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Connect HubSpot and Moneybird to power AI-driven automation

Launch your first automated workflow

Create Moneybird sales invoices when new HubSpot ticket property changes occur

Create new HubSpot contacts from new Moneybird contacts

Create HubSpot deals for new Moneybird sales invoices

Create new Moneybird contacts from new HubSpot contacts

Create new HubSpot companies from new Moneybird contacts

Create new HubSpot deals from new Moneybird quotes

Create Moneybird sales invoices when new HubSpot ticket property changes occur

Create new HubSpot contacts from new Moneybird contacts

Create HubSpot deals for new Moneybird sales invoices

Create new Moneybird contacts from new HubSpot contacts

Create new HubSpot companies from new Moneybird contacts

Create new HubSpot deals from new Moneybird quotes

Create Moneybird contacts from new or updated HubSpot companies

Create or update HubSpot contacts when new contacts appear in Moneybird

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use HubSpot and Moneybird with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use HubSpot and Moneybird

Sync new sales invoices to CRM.

Update invoices based on customer queries.

Create new quotes for potential deals.

Learn how to automate HubSpot on the Zapier blog

How to integrate ChatGPT with HubSpot

How to use Zapier's HubSpot Salesforce integration

How to integrate Hubspot with Gmail

Make work flow with AI

Frequently Asked Questions about HubSpot + Moneybird integrations

Connect HubSpot to Moneybird on the world's largest no-code automation platform