Magnetite + Moneybird Integration

Connect Magnetite to Moneybird in 1 click

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1.
  • Magnetite
    Lead is created in Magnetite 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
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2.

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Magnetite + Moneybird Integration

Create Moneybird contact for new Magnetite contact

In order to keep your accounting and customer records in sync, when you create a contact in Magnetite, this automation will automatically create a contact in Moneybird.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Magnetite and Moneybird!
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Moneybird + Magnetite Integration

Create Magnetite contact for new Moneybird contact

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

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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Create GoHighLevel opportunity for new Moneybird sales invoice
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Create WATI contact for new Moneybird contact
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Create Apollo contact for new Moneybird contact
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Create Vtiger CRM contact for new Moneybird contact
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Create OfficeRnD contact for new Moneybird contact
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Magnetite
Magnetite
Magnetite is an AI-powered sales platform that creates personalized, interactive lead magnets automatically. It researches prospects, applies your frameworks, and delivers customized reports that boost engagement, build trust, and convert more leads.
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.