Bitrix24 + Moneybird Integration

Integrate Bitrix24 to Moneybird in one click, or tell Integrately AI how you want each deal handled. Generate sales invoices, update your accounting dashboard, notify your team, and track financials automatically.

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1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • 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
Arrow Right
2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • Moneybird
    Update contact in Moneybird
  • 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

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Ready Workflows Ready Workflows for Bitrix24 + Moneybird Integration

Create invoices from new deals, sync contacts across platforms, update financial records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Moneybird + Bitrix24 Integration

Create Bitrix24 contact for new Moneybird contact

If you are using Moneybird, then you may want to also use Bitrix24 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 Bitrix24.

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?
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Bitrix24 + Moneybird Integration

Create Moneybird contact for new Bitrix24 contact

In order to keep your accounting and customer records in sync, when you create a contact in Bitrix24, 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 Bitrix24 and Moneybird!
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Moneybird + Bitrix24 Integration

Create Bitrix24 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 Bitrix24 whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Bitrix24 and Moneybird!
See more
Bitrix24 + Moneybird Integration

Create Moneybird order for new Bitrix24 deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Bitrix24 and Moneybird work together to make accounting and bookkeeping simple.

When you create a deal in Bitrix24, it will automatically create an order in Moneybird. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Bitrix24 and Moneybird.
See more
Bitrix24 + Moneybird Integration

Create Moneybird sales invoice from new Bitrix24 deal

Do you use Bitrix24 to keep track of your company's deal? If so, did you know that you can also use it to create sales invoice directly in Moneybird?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + Moneybird flow

Send invoices and manage deals while keeping your wider business stack updated in real time. Pick a combination and activate it in one click.

Bitrix24
Moneybird
+
HubspotHubspot (4)
+
PipedrivePipedrive (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
StripeStripe (3)
H
B
M
Add every new HubSpot contact to Bitrix24, and create a sales invoice in Moneybird.
New HubSpot contacts immediately appear in Bitrix24 and generate a sales invoice in Moneybird without manual data re-entry.
B
H
M
When a deal is created in Bitrix24, log it in HubSpot and create a sales invoice in Moneybird.
Bitrix24 deals automatically sync to HubSpot while triggering a new sales invoice in Moneybird.
M
B
H
When a sales invoice is created in Moneybird, update the contact in Bitrix24 and log the activity in HubSpot.
Moneybird invoices trigger updates in Bitrix24 and log engagement history in HubSpot.
H
B
M
Use Claude to evaluate HubSpot form submissions, create a deal in Bitrix24, and generate a sales invoice in Moneybird.
Claude reviews inbound HubSpot submissions before creating a Bitrix24 deal and a Moneybird sales invoice.

Supported triggers and actions for Bitrix24 and Moneybird

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
Try it โ†’
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
Try it โ†’
Lead is created in Bitrix24
Triggers the automation when a new lead is created
Try it โ†’
Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
Try it โ†’
Instant
Lead is created in Bitrix24
Try it โ†’
Instant
Lead is updated in Bitrix24
Try it โ†’
Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
Try it โ†’
Deal is created in Bitrix24
Triggers the automation when a deal is created
Try it โ†’
Instant
Deal is created in Bitrix24
Try it โ†’
Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
Try it โ†’
Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
Try it โ†’
Contact is created in Bitrix24
Triggers the automation when a new contact is created
Try it โ†’
Contact is updated in Bitrix24
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is created in Bitrix24
Try it โ†’
Instant
Contact is updated in Bitrix24
Try it โ†’
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
Try it โ†’
Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
Try it โ†’
Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
Try it โ†’
Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
Try it โ†’
Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
Try it โ†’
Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
Try it โ†’
Search lead in Bitrix24
Retrieves information for a particular lead
Try it โ†’
Create quote in Bitrix24
Creates a new quote
Try it โ†’
Search quote by title in Bitrix24
Searches for a quote using the title
Try it โ†’
Update quote in Bitrix24
Updates an existing quote
Try it โ†’
Search contact in Bitrix24
Finds and retrieves contact information
Try it โ†’
Create lead in Bitrix24
Generates new leads for potential customers
Try it โ†’
Update lead in Bitrix24
Updates the lead information
Try it โ†’
Create contact in Bitrix24
Adds a new contact to the database
Try it โ†’
Update contact in Bitrix24
Updates contact information with new details
Try it โ†’
Create deal in Bitrix24
Generates a new deal with
Try it โ†’
Update deal in Bitrix24
Updates deal information based on new criteria or changes
Try it โ†’
Get deal by id in Bitrix24
Retrieves a deal by its id
Try it โ†’
Search deal in Bitrix24
Retrieves and find a deal
Try it โ†’
Create company in Bitrix24
Generates a new company profile with given details
Try it โ†’
Search company in Bitrix24
Finds information about a company
Try it โ†’
Update company in Bitrix24
Updates company information
Try it โ†’
Get company by id in Bitrix24
Retrieves a company's details using its id
Try it โ†’
Search task in Bitrix24
Searches for a task
Try it โ†’
Get task by id in Bitrix24
Retrieves a task using its id
Try it โ†’
Update task in Bitrix24
Updates the task with new information or changes
Try it โ†’
Get lead by id in Bitrix24
Retrieves a lead's information based on their id
Try it โ†’
Get contact by id in Bitrix24
Retrieves a contact's information based on their id
Try it โ†’
Add comment in Bitrix24
Adds a comment to a record
Try it โ†’
Moneybird
Moneybird Triggers & Actions
Instant
Contact is created in Moneybird
Triggers the automation when a new contact is created
Try it โ†’
Instant
Quote is created in Moneybird
Triggers the automation when a new quote is created
Try it โ†’
Instant
Sales invoice is created in Moneybird
Triggers the automation when a sales invoice is created
Try it โ†’
Instant
Sales invoice sent by email in Moneybird
Triggers the automation when a sales invoice is sent by email
Try it โ†’
Update contact in Moneybird
Updates the contact to the database
Try it โ†’
Create sales invoice in Moneybird
Generates a new sales invoice with pre-filled details
Try it โ†’
Send sales invoice in Moneybird
Sends a sales invoice
Try it โ†’
Create contact in Moneybird
Adds a new contact to the database
Try it โ†’
Search contact in Moneybird
Finds and retrieves contact information
Try it โ†’
Create document in Moneybird
Generates a new document
Try it โ†’
Add attachment to document in Moneybird
Include attachments in the particular document
Try it โ†’
Create quote in Moneybird
Generates a new quote with pre-filled information
Try it โ†’

What can you automate with Bitrix24 + Moneybird?

Streamline your financial management by connecting your CRM pipeline directly to your accounting dashboard.

What you can automate?
๐Ÿงพ
Create invoices from new deals automatically
Generate a sales invoice in Moneybird the exact moment a new deal is created in Bitrix24. Eliminate manual data transfer between your sales pipeline and accounting system.
๐Ÿ“‹
Capture every submitted contact detail
Map all contact fields from Bitrix24 straight into Moneybird customer profiles. Ensure your financial records contain accurate addresses, phone numbers, and company names.
๐Ÿ””
Alert your finance team instantly
Send real-time notifications to team messaging channels whenever a new invoice is generated or a deal changes stage. Keep billing and sales teams aligned.
๐Ÿ”€
Route invoices based on deal value
Apply conditional logic to handle high-value deals differently from standard transactions. Trigger specific billing workflows based on submitted deal properties.
๐Ÿ”„
Keep accounting records up to date
Automatically update contact records and deal statuses across both platforms whenever modifications occur. Maintain data consistency without manual oversight.
๐Ÿ”
Search and update instead of creating duplicates
Check if a contact already exists in Moneybird before creating a new entry from Bitrix24 data. Prevent duplicate customer profiles and messy ledgers.
๐Ÿ’ณ
Handle payment status and invoice changes
Reflect invoice payments and status changes in Bitrix24 as soon as they happen in Moneybird. Keep your sales pipeline updated with real financial milestones.
๐Ÿ“Š
Extend your workflow to spreadsheets
Log every automated transaction and deal update into Google Sheets alongside your core Bitrix24 and Moneybird flow. Build custom reports with zero manual effort.
And much more...

Who is Bitrix24 + Moneybird integration for?

Connecting Bitrix24 and Moneybird helps finance, sales, and management teams eliminate manual data entry, keep accounting accurate, and speed up deal-to-invoice workflows.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Leads
Operations Leads
Billing Specialists
Billing Specialists
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You rely on revenue metrics to report on performance, but your accounting ledger only updates when someone manually creates invoices, so your monthly figures are always lagging โ€” this integration means every new deal generates a sales invoice instantly and your books stay current.
โšก
Sales Representatives
You close deals in Bitrix24 and need billing documents sent immediately, but waiting on manual handoffs means clients experience delayed invoicing โ€” automating both apps means invoices go out the moment a deal closes and your payment cycles speed up.
๐Ÿ“‹
Account Managers
You answer to clients who expect accurate billing tied directly to their account history, but disconnected platforms lead to mismatched records โ€” with this integration, contact and invoice details stay perfectly synchronized across your stack.
๐Ÿ”„
Operations Leads
Your business handles high volumes of client deals every week, but manual data entry between your CRM and accounting software causes billing bottlenecks โ€” connecting these apps means every pipeline update flows straight into your financial dashboard.
๐Ÿ’ผ
Billing Specialists
You depend on sales teams to hand over contract details before you can issue invoices, but communication delays stall your billing workflow โ€” this integration means invoices are created automatically the second a deal is finalized.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable history of every transaction and customer interaction, but manual recordkeeping leaves gaps between your CRM and accounting tool โ€” automating both apps means every deal and invoice is logged without human error.
Our team

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Why choose Integrately to automate Bitrix24 + Moneybird

Build and manage your Bitrix24 + Moneybird automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + Moneybird with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Bitrix24 to Moneybird?
Frequently Asked Questions
You can connect Bitrix24 to Moneybird using ready-made workflows or by asking Integrately AI to set up your automation in 1 click alongside apps like Hubspot, Pipedrive, and Slack.
Can I automatically create Moneybird sales invoices from Bitrix24 deals?
Frequently Asked Questions
Can I connect Bitrix24, Moneybird, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Moneybird?
Frequently Asked Questions
How are Bitrix24 contacts synced with Moneybird?
Frequently Asked Questions
Can Moneybird invoice creation update Bitrix24 deals?
Frequently Asked Questions
Do I need coding skills to automate Bitrix24 and Moneybird?
Frequently Asked Questions
Is the Bitrix24 and Moneybird integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Moneybird With 1500+ Other Apps

Bitrix24
Popular Bitrix24 Integrations
Connect Bitrix24 to CRMs, project management platforms, and communication tools to streamline team collaboration.
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Moneybird
Popular Moneybird Integrations
Sync Moneybird with invoicing, banking, reporting, and payment gateway tools to manage your business finances.
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Moneybird Integrations arrow right
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