Cloze + Moneybird Integration

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

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Ready workflows for Cloze + Moneybird Integration

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Create Cloze 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 Cloze whenever an sales invoice is created.

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

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Create Cloze person for new Moneybird contact

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

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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Create Your Own Cloze & Moneybird Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Cloze & Moneybird

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Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant
Contact is created in Moneybird Instant
Quote is created in Moneybird Instant
Sales invoice is created in Moneybird Instant
Sales invoice sent by email in Moneybird Instant

Create person in Cloze
Update person in Cloze
Create note in Cloze
Create communication in Cloze
Create to do in Cloze
Update company in Cloze
Create company in Cloze
Create timeline event in Cloze
Create project in Cloze
Update project in Cloze
Create sales invoice in Moneybird
Send sales invoice in Moneybird
Create contact in Moneybird
Search contact in Moneybird
Create document in Moneybird
Add attachment to document in Moneybird
Create quote in Moneybird

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750 Tasks

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Cloze & Moneybird with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Cloze or Moneybird With 1100+ Other Apps

Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.

See Cloze 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