B2BBricks + Moneybird Integration

Connect B2BBricks to Moneybird - Automate your workflows in 1-click

Make use of B2BBricks automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Moneybird automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s B2BBricks + Moneybird integration.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For B2BBricks + Moneybird Integration

Just click on the workflow you want to automate

Create B2BBricks response for new Moneybird contact

If you are using Moneybird, then you may want to also use B2BBricks to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding response will be created in B2BBricks.

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?

Activate

1of1

Create Your Own B2BBricks & Moneybird Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Moneybird
Triggers the automation when a new contact is created
Instant
Quote is created in Moneybird
Triggers the automation when a new quote is created
Instant
Sales invoice is created in Moneybird
Triggers the automation when a sales invoice is created
Instant
Sales invoice sent by email in Moneybird
Triggers the automation when a sales invoice is sent by email
Instant

Create response in B2BBricks
Generates a response based on pre-set parameters and conditions
Create sales invoice in Moneybird
Generates a new sales invoice with pre-filled details
Send sales invoice in Moneybird
Sends a sales invoice
Create contact in Moneybird
Adds a new contact to the database
Search contact in Moneybird
Finds and retrieves contact information
Create document in Moneybird
Generates a new document
Add attachment to document in Moneybird
Include attachments in the particular document
Create quote in Moneybird
Generates a new quote with pre-filled information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate B2BBricks & Moneybird In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect B2BBricks or Moneybird With 1200+ Other Apps

B2BBricks gives you the power to provide real estate services at enterprise level, without the need for extensive training or investment in specialized software.

See B2BBricks Integrations

Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.

See Moneybird Integrations