Holded + Moneybird Integration

Connect Holded to Moneybird in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • 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 Holded + Moneybird Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Moneybird + Holded Integration

Create Holded contact for new Moneybird contact

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

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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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Holded Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Holded logo
Create Holded creditnote for new WhatsApp message
Activate
Google Sheets logo
Holded logo
Create Holded contact for new Google Sheets row
Activate
Notion logo
Holded logo
Create Holded contact for new Notion database item
Activate
WordPress logo
Holded logo
Create Holded contact for new WordPress user
Activate
Trello logo
Holded logo
Create Holded creditnote for new Trello message
Activate
WhatsApp logo
Holded logo
Create Holded creditnote for new WhatsApp message
Activate
Google Sheets logo
Holded logo
Create Holded contact for new Google Sheets row
Activate
Notion logo
Holded logo
Create Holded contact for new Notion database item
Activate
WordPress logo
Holded logo
Create Holded contact for new WordPress user
Activate
Trello logo
Holded logo
Create Holded creditnote for new Trello message
Activate
Coda logo
Holded logo
Create Holded contact for new Coda row
Activate
EasyCSV logo
Holded logo
Create Holded contact for new EasyCSV data
Bubble logo
Holded logo
Create Holded contact for new Bubble data thing
MySQL logo
Holded logo
Create Holded contact for new MySQL row
SeaTable logo
Holded logo
Create Holded contact for new SeaTable row
Coda logo
Holded logo
Create Holded contact for new Coda row
Activate
EasyCSV logo
Holded logo
Create Holded contact for new EasyCSV data
Bubble logo
Holded logo
Create Holded contact for new Bubble data thing
MySQL logo
Holded logo
Create Holded contact for new MySQL row
SeaTable logo
Holded logo
Create Holded contact for new SeaTable row

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
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
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in $19.99

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Want to automate something else in your workflow?

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

Holded
Holded
Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.
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.