Moneybird + awork Integration

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Moneybird + awork Integration

Create awork task for new Moneybird contact

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

Create awork company from new Moneybird sales invoice

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 awork whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with awork and Moneybird!
Moneybird + awork Integration

Create awork task for new Moneybird sales invoice

If you use Moneybird to manage your sales invoice, you can also use awork to create and manage task associated with those sales invoice. Creating a task in awork 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.
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awork + Moneybird Integration

Create Moneybird contact for new awork client

In order to keep your accounting and customer records in sync, when you create a client in awork, this automation will automatically create a contact in Moneybird.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with awork and Moneybird!
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Moneybird + awork Integration
1.
  • Moneybird
    Contact is created in Moneybird Instant
  • Moneybird
    Quote is created in Moneybird Instant
  • Moneybird
    Sales invoice is created in Moneybird Instant
  • Moneybird
    Sales invoice sent by email in Moneybird Instant
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • Moneybird
    Create sales invoice in Moneybird
  • Moneybird
    Send sales invoice in Moneybird
  • Moneybird
    Create contact in Moneybird
  • Moneybird
    Search contact in Moneybird
  • Moneybird
    Create document in Moneybird
  • Moneybird
    Add attachment to document in Moneybird
  • Moneybird
    Create quote in Moneybird
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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Integrate Moneybird & awork In 1 Click
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