Aero Workflow + Moneybird Integration

If you're a small business owner who uses Moneybird to manage your finances, you may be wondering if there's a way to automatically create a company profile in Aero Workflow whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Aero Workflow and Moneybird!

If you're using Moneybird and Aero Workflow to manage your work, you'll want to make sure that contact-creation task are automatically created in Aero Workflow. That way, you can easily keep track of who owes you what and when they're supposed to pay!

If you are using Moneybird, then you may want to also use Aero Workflow to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding contact will be created in Aero Workflow.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you use Moneybird to manage your sales invoice, you can also use Aero Workflow to create and manage task associated with those sales invoice. Creating a task in Aero Workflow will remind you of the important details related to the sales invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.