Macanta + Moneybird Integration

Connect Macanta to Moneybird in 1 click

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1.
  • 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 Macanta + Moneybird Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Moneybird + Macanta Integration

Create Macanta contact for new Moneybird contact

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

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 + Macanta Integration

Create Macanta task for new Moneybird sales invoice

If you use Moneybird to manage your sales invoice, you can also use Macanta to create and manage task associated with those sales invoice. Creating a task in Macanta will remind you of the important details related to the sales invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Moneybird + Macanta Integration

Create Macanta task for new Moneybird contact

With the growth of Moneybird, many companies are looking for ways to connect their Moneybird account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Macanta every time a contact is created in Moneybird.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Automations

Top 10 Most Popular Macanta Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Macanta logo
Create Macanta contact for new Elementor Forms form submission
Webflow (Legacy) logo
Macanta logo
Create Macanta contact for new Webflow form submission
Simvoly logo
Macanta logo
Create Macanta contact for new Simvoly form submission
WPForms logo
Macanta logo
Create Macanta contact for new WPForms form submission
Mautic logo
Macanta logo
Create Macanta contact for new Mautic form submission
Elementor Forms logo
Macanta logo
Create Macanta contact for new Elementor Forms form submission
Webflow (Legacy) logo
Macanta logo
Create Macanta contact for new Webflow form submission
Simvoly logo
Macanta logo
Create Macanta contact for new Simvoly form submission
WPForms logo
Macanta logo
Create Macanta contact for new WPForms form submission
Mautic logo
Macanta logo
Create Macanta contact for new Mautic form submission
FormKeep logo
Macanta logo
Create Macanta contact for new FormKeep submission
EMBUDO.marketing logo
Macanta logo
Create Macanta contact for new EMBUDO.marketing form submission
Notion logo
Macanta logo
Create Macanta contact for new Notion database item
Grist logo
Macanta logo
Create Macanta contact for new Grist record
EasyCSV logo
Macanta logo
Create Macanta contact for new EasyCSV data
FormKeep logo
Macanta logo
Create Macanta contact for new FormKeep submission
EMBUDO.marketing logo
Macanta logo
Create Macanta contact for new EMBUDO.marketing form submission
Notion logo
Macanta logo
Create Macanta contact for new Notion database item
Grist logo
Macanta logo
Create Macanta contact for new Grist record
EasyCSV logo
Macanta logo
Create Macanta contact for new EasyCSV data

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
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Select a trigger from Google Sheets
2
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3
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in $19.99

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Want to automate something else in your workflow?

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

Macanta
Macanta
Macanta is an innovative cloud-based CRM solution. It's unique combination of ease-of-use, powerful features, scalability, security and low cost allows you to focus on building your business while we do the rest.
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.