Circle + Moneybird Integration

Connect Circle to Moneybird in 1 click

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1.
  • Circle
    Space is created in Circle
  • Circle
    Member is added in Circle
  • Circle
    Member is tagged in Circle
  • Circle
    Comment is added in Circle
  • Circle
    Post is created in Circle
  • Circle
    Member charge is paid in Circle
  • Circle
    Community is created in Circle
  • Circle
    Member charge is refunded in Circle
  • Circle
    Subscription is active in Circle
  • Circle
    Subscription is canceled in Circle
  • Circle
    Subscription is past due in Circle
  • Circle
    Trial subscription is created in Circle
  • 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
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2.

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Ready Workflows Ready Workflows   for Circle + Moneybird Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Moneybird + Circle Integration

Create Circle contact for new Moneybird contact

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

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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Circle + Moneybird Integration

Create Moneybird contact for new Circle contact

In order to keep your accounting and customer records in sync, when you create a contact in Circle, 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 Circle and Moneybird!
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Automations

Top 10 Most Popular Circle Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Circle logo
Create Circle contact for new WordPress user
Activate
Circle logo
Notion logo
Create Notion database item for new Circle contact
Activate
Circle logo
ActiveCampaign logo
Create ActiveCampaign contact for new Circle contact
Activate
ThriveCart logo
Circle logo
Create Circle contact from new ThriveCart purchase
Activate
Circle logo
Shopify logo
Create Shopify customer for new Circle contact
Activate
WordPress logo
Circle logo
Create Circle contact for new WordPress user
Activate
Circle logo
Notion logo
Create Notion database item for new Circle contact
Activate
Circle logo
ActiveCampaign logo
Create ActiveCampaign contact for new Circle contact
Activate
ThriveCart logo
Circle logo
Create Circle contact from new ThriveCart purchase
Activate
Circle logo
Shopify logo
Create Shopify customer for new Circle contact
Activate
WooCommerce logo
Circle logo
Create Circle contact from new WooCommerce customer
Activate
Microsoft Excel logo
Circle logo
Create Circle contact for new Microsoft Excel row
Activate
Encharge logo
Circle logo
Create Circle contact for new Encharge person
Activate
Circle logo
NationBuilder logo
Create NationBuilder contact for new Circle contact
Activate
Circle logo
Online Live Support logo
Send Online Live Support message for new Circle contact
WooCommerce logo
Circle logo
Create Circle contact from new WooCommerce customer
Activate
Microsoft Excel logo
Circle logo
Create Circle contact for new Microsoft Excel row
Activate
Encharge logo
Circle logo
Create Circle contact for new Encharge person
Activate
Circle logo
NationBuilder logo
Create NationBuilder contact for new Circle contact
Activate
Circle logo
Online Live Support logo
Send Online Live Support message for new Circle contact

Top 10 Most Popular Moneybird Automations from
Integrately Community

Most popularmost-popular-automations
01
WHMCS logo
Moneybird logo
Create Moneybird contact for new WHMCS contact
02
Stripe logo
Moneybird logo
Create Moneybird sales invoice for new Stripe charge
03
Shopify logo
Moneybird logo
Create Moneybird sales invoice for new Shopify order
04
ThriveCart logo
Moneybird logo
Create Moneybird sales invoice for new ThriveCart purchase
05
Moneybird logo
PerfexCRM logo
Create PerfexCRM customer from new Moneybird sales invoice
cloud
Moneybird
app integration
06
Moneybird logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Moneybird sales invoice
07
Squarespace logo
Moneybird logo
Create Moneybird sales invoice for new Squarespace order
08
Gift Up!  logo
Moneybird logo
Create Moneybird sales invoice for new Gift Up! order
09
Convertu logo
Moneybird logo
Create Moneybird sales invoice for new Convertu order
10
DNA Super Systems logo
Moneybird logo
Create Moneybird sales invoice for new DNA Super Systems order
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Want to automate something else in your workflow?

You Can Also Connect Circle or Moneybird With 1400+ Other Apps

Circle
Circle
Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so
Moneybird
Moneybird
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.