InfluencerSoft + Moneybird Integration

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InfluencerSoft + Moneybird Integration

Create Moneybird contact for new InfluencerSoft customer

When you create a customer in InfluencerSoft, it's important to also create that contact in Moneybird. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
InfluencerSoft + Moneybird Integration

Create Moneybird sales invoice for new InfluencerSoft order

As soon as you receive a new InfluencerSoft order, you need to generate a corresponding sales invoice so that you can get paid. With this InfluencerSoft - Moneybird integration, a new sales invoice will be created in your Moneybird software automatically. This way, you can get paid faster and avoid having to manually create sales invoices for each new InfluencerSoft order.

Plus, it saves you time by eliminating the need to manually create sales invoices. Set up the integration such that the sales invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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InfluencerSoft + Moneybird Integration
1.
  • InfluencerSoft
    Customer is subscribed in InfluencerSoft Instant
  • InfluencerSoft
    Customer is unsubscribed in InfluencerSoft Instant
  • InfluencerSoft
    Order is created in InfluencerSoft Instant
  • InfluencerSoft
    Order is paid in InfluencerSoft Instant
  • InfluencerSoft
    Order is cancelled in InfluencerSoft Instant
  • InfluencerSoft
    Order is prepaid in InfluencerSoft Instant
  • InfluencerSoft
    Product is created in InfluencerSoft
  • InfluencerSoft
    Moneyback is requested in InfluencerSoft 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.
  • InfluencerSoft
    Add Lead To Group in InfluencerSoft
  • InfluencerSoft
    Unsubscribe Contact in InfluencerSoft
  • InfluencerSoft
    Update Subscriber in InfluencerSoft
  • 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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