Moneybird + Nimble Integration

Connect Moneybird to Nimble 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
  • Nimble
    Contact is created in Nimble
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2.

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Ready Workflows Ready Workflows   for Moneybird + Nimble Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Nimble + Moneybird Integration

Create Moneybird contact for new Nimble contact

In order to keep your accounting and customer records in sync, when you create a contact in Nimble, 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 Nimble and Moneybird!
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Moneybird + Nimble Integration

Create Nimble task for new Moneybird sales invoice

If you use Moneybird to manage your sales invoice, you can also use Nimble to create and manage task associated with those sales invoice. Creating a task in Nimble 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 + Nimble Integration

Create Nimble 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 Nimble 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 Moneybird Automations from
Integrately Community

Just click on the workflow you want to automate

WHMCS logo
Moneybird logo
Create Moneybird contact for new WHMCS contact
Activate
Stripe logo
Moneybird logo
Create Moneybird sales invoice for new Stripe charge
Activate
Shopify logo
Moneybird logo
Create Moneybird sales invoice for new Shopify order
Activate
ThriveCart logo
Moneybird logo
Create Moneybird sales invoice for new ThriveCart purchase
Activate
Moneybird logo
PerfexCRM logo
Create PerfexCRM customer from new Moneybird sales invoice
Activate
WHMCS logo
Moneybird logo
Create Moneybird contact for new WHMCS contact
Activate
Stripe logo
Moneybird logo
Create Moneybird sales invoice for new Stripe charge
Activate
Shopify logo
Moneybird logo
Create Moneybird sales invoice for new Shopify order
Activate
ThriveCart logo
Moneybird logo
Create Moneybird sales invoice for new ThriveCart purchase
Activate
Moneybird logo
PerfexCRM logo
Create PerfexCRM customer from new Moneybird sales invoice
Activate
Moneybird logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Moneybird sales invoice
Activate
Squarespace logo
Moneybird logo
Create Moneybird sales invoice for new Squarespace order
Gift Up!  logo
Moneybird logo
Create Moneybird sales invoice for new Gift Up! order
Convertu logo
Moneybird logo
Create Moneybird sales invoice for new Convertu order
DNA Super Systems logo
Moneybird logo
Create Moneybird sales invoice for new DNA Super Systems order
Moneybird logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Moneybird sales invoice
Activate
Squarespace logo
Moneybird logo
Create Moneybird sales invoice for new Squarespace order
Gift Up!  logo
Moneybird logo
Create Moneybird sales invoice for new Gift Up! order
Convertu logo
Moneybird logo
Create Moneybird sales invoice for new Convertu order
DNA Super Systems logo
Moneybird logo
Create Moneybird sales invoice for new DNA Super Systems order

Top 10 Most Popular Nimble Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Docs logo
Nimble logo
Create Nimble task for new Google Docs file
02
PayPal logo
Nimble logo
Create task in Nimble for Payment sale is completed in PayPal
03
Quickbooks Online logo
Nimble logo
Create Nimble task for new Quickbooks Online payment
04
Zendesk logo
Nimble logo
Create Nimble task for new Zendesk ticket
05
Nimble logo
ClickSend SMS logo
Send ClickSend SMS message for new Nimble contact
cloud
Nimble
app integration
06
Nimble logo
Mobiniti SMS logo
Send Mobiniti SMS message for new Nimble contact
07
Nimble logo
Flock logo
Send Flock message for new Nimble contact
08
Dotloop logo
Nimble logo
Create Nimble task for new Dotloop loop
09
Nimble logo
Notion logo
Create Notion database item for new Nimble contact
10
Nimble logo
Ninox logo
Create Ninox record for new Nimble contact
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You Can Also Connect Moneybird or Nimble With 1400+ Other Apps

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.
Nimble
Nimble
Nimble is a social CRM to manage your contacts, communications, activities and sales with built-in lead scoring. Nimble also allows you to track your team’s activity from their desktop or mobile devices in real time.