Moneybird integrations

Connecting Moneybird on Make

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Connect Moneybird with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Moneybird to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your Moneybird integrations.

Create custom Moneybird workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add an Invoice Attachment

Adds an attachment to a specified invoice.

Action

Cancel a Subscription

Cancels the subscription. Stops the recurring sales invoice for the contact. Optionally you can provide an end date to stop the subscription on a future date.

Action

Create a Contact

Creates a new contact.

Action

Create a General Document

Creates a new general document.

Action

Create a Purchase Invoice

Creates a new purchase invoice.

Action

Create a Purchase Invoice Payment

Registers a payment for the given purchase invoice.

Action

Create a Quote

Creates a new quote.

Action

Create a Receipt

Creates a new receipt.

Action

Create a Sales Invoice

Creates a new sales invoice.

Action

Popular Moneybird workflows.

Looking to get more out of Moneybird? With Make you can visually integrate Moneybird into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Send Slack messages for new Moneybird invoices

Every time there is a new sales invoice in Moneybird, Make will automatically send a message with main information through Slack.

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Create Moneybird contacts from new WooCommerce customers

Every time there is a new WooCommerce customer, Make will automatically create a contact in Moneybird.

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Add Mailchimp subscribers for new Moneybird contacts

Every time there is a new Moneybird contact, Make will automatically add a new subcriber to Mailchimp.

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Create Moneybird sales invoices from Shopify orders

Every time a new Shopify order is created, Make will automatically create a sales invoice in Moneybird.

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Create Moneybird sales invoices for new Shopify orders

Every time there is a new Shopify order created, Make will automatically check for contacts with the same name in Moneybird and create a new one if needed. Then a Moneybird sale invoice will be created.

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Create Google Contacts from new Moneybird contacts

Every time there is a new Moneybird contact, Make will automatically search Google Contacts with the same name, then create a new one or update the existing one.

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Moneybird integrations

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