Cloze + Moneybird Integration

Connect Cloze to Moneybird in 1 click

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Popular Cloze + Moneybird Workflows

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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!
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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Cloze + Moneybird Integration
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
2.
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze
  • 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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