Cloze + Moneybird Integration

Connect Cloze to Moneybird in 1 click

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1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze 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
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2.

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Ready Workflows Ready Workflows   for Cloze + Moneybird Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Moneybird + Cloze Integration

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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Moneybird + Cloze Integration

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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Automations

Top 10 Most Popular Cloze Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
Activate
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
Activate
Notion logo
Cloze logo
Create Cloze person for new Notion database item
Activate
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
Activate
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
Activate
WhatsApp logo
Cloze logo
Create Cloze note for new WhatsApp message
Activate
Cloze logo
Monday.com logo
Create Monday.com item for updated Cloze person
Activate
Notion logo
Cloze logo
Create Cloze person for new Notion database item
Activate
Amelia logo
Cloze logo
Create Cloze note for new Amelia booking
Activate
WordPress logo
Cloze logo
Create Cloze person for new WordPress user
Activate
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
Activate
Cloze logo
Asana logo
Create Asana task for updated Cloze person
Activate
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
Activate
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
Activate
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
Activate
TextMagic logo
Cloze logo
Create Cloze note for new TextMagic message
Activate
Cloze logo
Asana logo
Create Asana task for updated Cloze person
Activate
Microsoft Office 365 logo
Cloze logo
Create Cloze note for new Microsoft Office 365 message
Activate
Cloze logo
Microsoft To-Do logo
Create Microsoft To-Do task for updated Cloze person
Activate
TidyCal logo
Cloze logo
Create note in Cloze for Booking is cancelled in TidyCal
Activate

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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1
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2
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Want to automate something else in your workflow?

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

Cloze
Cloze
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.
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.