Monday.com + Moneybird Integration

Integrate Monday.com to Moneybird in one click, or tell Integrately AI how you want each sales invoice handled. Create invoices, update contacts, notify your team, and track project finances automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • 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
Arrow Right
2.
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Moneybird
    Update contact in Moneybird
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Monday.com + Moneybird Integration

Create sales invoices, update customer contacts, send billing updates, and track project revenues, all in just one click.

Most popular automationmost-popular-automations
Moneybird + Monday.com Integration

Create Monday.com item for new Moneybird contact

If you're using Moneybird and Monday.com to manage your work, you'll want to make sure that contact-creation item are automatically created in Monday.com. That way, you can easily keep track of who owes you what and when they're supposed to pay!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Monday.com + Moneybird flow

Send instant notifications, sync documents, log emails, and track billable time once your core pair completes an action. Pick a combination and activate it in one click.

Monday.com
Moneybird
+
SlackSlack (6)
+
Google DriveGoogle Drive (4)
+
GmailGmail (3)
+
StripeStripe (3)
+
TrelloTrello (3)
+
TogglToggl (3)
M
M
S
Create a Moneybird sales invoice when an item is created in Monday.com, and notify your team on Slack
New Monday.com board items generate Moneybird sales invoices instantly while your team gets notified in Slack, eliminating manual billing steps.
M
M
S
When a sales invoice is created in Moneybird, update the matching Monday.com item and post an alert in Slack
Keep your Monday.com boards updated the moment a Moneybird sales invoice is generated, and notify your finance channel on Slack.
M
M
S
When a contact is created in Moneybird, create a new item in Monday.com and notify your team in Slack
New Moneybird contacts instantly appear as items in your Monday.com board with a team alert posted in Slack.
M
M
S
If a specific column value is changed on board in Monday.com, create a Moneybird quote and notify sales in Slack
Trigger Moneybird quotes from Monday.com board updates while keeping your sales team informed on Slack.
M
M
S
Use ChatGPT to analyze new Moneybird sales invoices, update the matching Monday.com item, and post the summary in Slack
AI extracts key details from Moneybird invoices, updates your Monday.com board, and briefs your team in Slack.
M
M
G
S
When an item is created in Monday.com, create a Moneybird sales invoice, send a confirmation via Gmail, and notify your team in Slack
A 4-app pipeline that generates invoices, emails clients, and alerts your team on Slack from a single Monday.com item.

Supported triggers and actions for Monday.com and Moneybird

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it โ†’
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it โ†’
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it โ†’
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it โ†’
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it โ†’
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it โ†’
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it โ†’
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it โ†’
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it โ†’
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it โ†’
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it โ†’
Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it โ†’
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it โ†’
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it โ†’
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it โ†’
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it โ†’
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it โ†’
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
Try it โ†’
Update is created in Monday.com
Triggers the automation when an update is created
Try it โ†’
Board is created in Monday.com
Triggers the automation when a new board is created
Try it โ†’
User joins in Monday.com
Triggers the automation when a new user joins the platform
Try it โ†’
Update group in Monday.com
Try it โ†’
Move item to board in Monday.com
Try it โ†’
Move item to group in Monday.com
Try it โ†’
Search multiple items in Monday.com
Locates and retrieves items information
Try it โ†’
Get subitem by id in Monday.com
Try it โ†’
Create item in Monday.com
Generates a new item
Try it โ†’
Search item in Monday.com
Locates and retrieves particular item information
Try it โ†’
Update item in Monday.com
Updates an item with new information
Try it โ†’
Get item details by id in Monday.com
Retrieves detailed information of a item using its id
Try it โ†’
Create subitem in Monday.com
Creates a new subitem
Try it โ†’
Archive item in Monday.com
Store an item for future reference
Try it โ†’
Delete item in Monday.com
Removes the selected item
Try it โ†’
Create update in Monday.com
Creates a new update
Try it โ†’
Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it โ†’
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it โ†’
Create board in Monday.com
Generates a new board
Try it โ†’
Archive board in Monday.com
Archive board to store historical data
Try it โ†’
Create group in Monday.com
Creates a new group based on particular criteria
Try it โ†’
Duplicate group in Monday.com
Creates a copy of an existing group
Try it โ†’
Delete group in Monday.com
Removes a particular group from the system
Try it โ†’
Archive group in Monday.com
Archives a particular group for future reference
Try it โ†’
Add user to board in Monday.com
Adds a user to a board
Try it โ†’
Add user to workspace in Monday.com
Adds a user to the particular workspace
Try it โ†’
Create tag in Monday.com
Generates a new tag
Try it โ†’
Create workspace in Monday.com
Creates a new workspace
Try it โ†’
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
Try it โ†’
Add team to board in Monday.com
Adds a team to the board
Try it โ†’
Search subitem in Monday.com
Automatically searches for a specific subitem
Try it โ†’
Update subitem in Monday.com
Automatically updates an existing subitem
Try it โ†’
Moneybird
Moneybird Triggers & Actions
Instant
Contact is created in Moneybird
Triggers the automation when a new contact is created
Try it โ†’
Instant
Quote is created in Moneybird
Triggers the automation when a new quote is created
Try it โ†’
Instant
Sales invoice is created in Moneybird
Triggers the automation when a sales invoice is created
Try it โ†’
Instant
Sales invoice sent by email in Moneybird
Triggers the automation when a sales invoice is sent by email
Try it โ†’
Update contact in Moneybird
Updates the contact to the database
Try it โ†’
Create sales invoice in Moneybird
Generates a new sales invoice with pre-filled details
Try it โ†’
Send sales invoice in Moneybird
Sends a sales invoice
Try it โ†’
Create contact in Moneybird
Adds a new contact to the database
Try it โ†’
Search contact in Moneybird
Finds and retrieves contact information
Try it โ†’
Create document in Moneybird
Generates a new document
Try it โ†’
Add attachment to document in Moneybird
Include attachments in the particular document
Try it โ†’
Create quote in Moneybird
Generates a new quote with pre-filled information
Try it โ†’

What can you automate with Monday.com + Moneybird?

Streamline your project management and cloud accounting workflows with powerful automated triggers and actions.

What you can automate?
๐Ÿงพ
Generate sales invoices from board items
Automatically create a Moneybird sales invoice the moment an item is created in Monday.com. Eliminate manual billing entry and speed up cash flow.
๐Ÿ“‹
Capture all custom field data
Map detailed project parameters and pricing figures from Monday.com board columns directly into Moneybird sales invoice fields.
๐Ÿ””
Notify your team instantly
Alert your finance or sales channel on Slack the exact second a new Moneybird sales invoice or Monday.com item is generated.
๐Ÿ”€
Route invoices by project category
Create different Moneybird quotes or invoices based on specific column value changes inside your Monday.com boards.
๐Ÿ”„
Keep project records up to date
Update Monday.com board items automatically whenever a new sales invoice or contact is created in Moneybird.
๐Ÿ”
Search and update existing contacts
Prevent duplicate records by searching existing Moneybird contacts and updating their information when Monday.com items change.
๐Ÿ’ณ
Manage later invoice lifecycle events
Trigger follow-up actions and update board statuses when Moneybird sales invoices are sent or financial milestones are reached.
๐Ÿ”Œ
Extend workflows to messaging apps
Connect your core Monday.com and Moneybird flow with Slack to broadcast billing updates and project milestones instantly.
And much more...

Who is Monday.com + Moneybird integration for?

Teams managing client projects and financial accounting need seamless data synchronization to eliminate manual billing errors and keep revenue tracking accurate.

Finance teams and accountants
Finance teams and accountants
Project managers
Project managers
Account managers
Account managers
Operations directors
Operations directors
Sales representatives
Sales representatives
Business owners
Business owners
๐Ÿ“ˆ
Finance teams and accountants
You rely on accurate billing data to review revenue, but manual invoice creation leaves your financial reports lagging behind active projects โ€” automating both apps means every new Monday.com item instantly generates a Moneybird sales invoice and your accounts stay perfectly synchronized.
โšก
Project managers
You need to track project milestones and financial status in real time, but manual status updates result in delayed billing and communication gaps โ€” connecting these apps means your board items trigger invoices automatically and your project tracking stays current.
๐Ÿค
Account managers
You answer to clients who expect prompt quotes and accurate invoices, but disconnected tools cause frustrating administrative delays โ€” automating both apps means client contacts and sales documents flow seamlessly without manual copy-pasting.
๐Ÿ“Š
Operations directors
You manage high volumes of client onboarding tasks, but manual data entry between project boards and accounting software creates bottlenecks โ€” with this integration, every new client record triggers immediate workspace and invoice creation across your systems.
๐ŸŽฏ
Sales representatives
You depend on accurate deal progression to hand off accounts to the delivery team, but manual handoffs cause missed billing milestones โ€” automating both apps means won deals and quotes convert into active project items instantly.
๐Ÿ“‹
Business owners
You need reliable visibility into company cash flow and project progress, but fragmented tools leave gaps in your audit trail โ€” integrating these apps means every project item and sales invoice maintains a clean, searchable history.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Monday.com + Moneybird

Build and manage your Monday.com + Moneybird automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Moneybird with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Monday.com to Moneybird?
Frequently Asked Questions
You can connect Monday.com to Moneybird in 1-click using Integrately. Choose from ready-made templates or ask Integrately AI to build your custom workflow alongside apps like Slack, Gmail, and Google Drive.
Can I automatically create a Moneybird sales invoice from a Monday.com item?
Frequently Asked Questions
Can I connect Monday.com, Moneybird, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Moneybird?
Frequently Asked Questions
How are Monday.com board items synchronized with Moneybird invoices?
Frequently Asked Questions
Can Moneybird contacts be synced with Monday.com items?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Moneybird?
Frequently Asked Questions
Is the Monday.com and Moneybird integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Monday.com or Moneybird With 1500+ Other Apps

Monday.com
Popular Monday.com Integrations
Connect Monday.com to project management, team collaboration, and tracking tools to manage your deliverables effectively.
Moneybird
Popular Moneybird Integrations
Sync Moneybird with invoicing, payment processing, and reporting tools to keep your business finances fully aligned.
See All
Moneybird Integrations arrow right
No popular apps found