Filestage + Moneybird Integration

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Create Your Own Filestage & Moneybird Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

File is created in Filestage
Triggers the automation whenever a particular action in the workflow fails
File is approved in Filestage
Triggers the automation whenever a particular action in the workflow fails
Review decision is submitted in Filestage
Triggers the automation whenever a review decision is submitted
Project is created in Filestage
Triggers the automation whenever a new project is created
Step is created in Filestage
Triggers the automation whenever a new step is created
Contact is created in Moneybird
Triggers the automation whenever a new contact is created
Instant
Quote is created in Moneybird
Triggers the automation whenever a new quote is created
Instant
Sales invoice is created in Moneybird
Triggers the automation whenever a sales invoice is created
Instant
Sales invoice sent by email in Moneybird
Triggers the automation whenever a sales invoice is sent by email
Instant

Create project in Filestage
Automatically creates a new project
Upload file in Filestage
Automatically uploads a file to the particular location
Create step in Filestage
Automatically generates a new step in the workflow
Add reviewer to step in Filestage
Automatically assigns a reviewer to a step in the workflow
Create comment in Filestage
Automatically generates a new comment
Archive/Unarchive project in Filestage
Automatically manage project archiving and unarchiving based on pre-defined criteria
Move file to step in Filestage
Automatically move a file to a step in the workflow
Create folder in Filestage
Automatically creates a new folder in the designated location
Search comment by file in Filestage
Automatically searches for comments by file
Create sales invoice in Moneybird
Automatically generates a new sales invoice with pre-filled details
Send sales invoice in Moneybird
Automatically sends a sales invoice
Create contact in Moneybird
Automatically adds a new contact to the database
Search contact in Moneybird
Automatically finds and retrieves contact information
Create document in Moneybird
Automatically generates a new document
Add attachment to document in Moneybird
Automatically include attachments in the particular document
Create quote in Moneybird
Automatically generates a new quote with pre-filled information

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Integrate Filestage & Moneybird In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Filestage or Moneybird With 1200+ Other Apps

Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

See Filestage 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