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Moneybird Integration

Moneybird is a platform that provides online accounting and invoicing for freelancers and small businesses. Its purpose is to help users manage their finances and taxes easily and quickly. Moneybird allows users to create and send invoices and quotes, track and record expenses and payments, and generate and export reports and overviews.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Webhook event

Emit new event on each webhook event. See docs here

Actions

Action components allow you to perform operations on the app.

Create Contact

Create a new contact. First name or last name or company name is required. See the docs here.

Create Quote

Create a new quote. See docs here.

Create Sale Invoice

Create a new sale invoice. See docs here.

How to Integrate Moneybird?

For Moneybird integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Moneybird.
  5. Drag and drop the Moneybird component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Moneybird account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!