Moneybird + Nutshell Integration

Connect Moneybird to Nutshell 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
  • Nutshell
    Person is created in Nutshell Instant
  • Nutshell
    Activity is created in Nutshell Instant
  • Nutshell
    Lead is created in Nutshell Instant
  • Nutshell
    Lead is won in Nutshell Instant
  • Nutshell
    Company is created in Nutshell Instant
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2.

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Ready Workflows Ready Workflows   for Moneybird + Nutshell Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Nutshell + Moneybird Integration

Create Moneybird contact for new Nutshell person

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

Create Moneybird contact from new Nutshell account

If you have created a account in Nutshell, it's important to create a contact in Moneybird. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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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 Nutshell Automations from
Integrately Community

Most popularmost-popular-automations
01
Nutshell logo
Adobe Commerce (Magento) logo
Create Adobe Commerce (Magento) customer for new Nutshell person
02
Nutshell logo
Google Meet logo
Create Google Meet event for new Nutshell person
03
Nutshell logo
Google Sheets logo
Create Google Sheets row for new Nutshell person
04
Nutshell logo
CompanyHub logo
Create CompanyHub record for new Nutshell person
05
Nutshell logo
Salesforce logo
Create Salesforce record for new Nutshell person
cloud
Nutshell
app integration
06
Nutshell logo
Airtable logo
Create Airtable record for new Nutshell person
07
Nutshell logo
Notion logo
Create Notion database item for new Nutshell person
08
Nutshell logo
Bubble logo
Create Bubble data thing for new Nutshell person
09
Nutshell logo
PostgreSQL logo
Create PostgreSQL row for new Nutshell person
10
Nutshell logo
MySQL logo
Create MySQL row for new Nutshell person
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2
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Want to automate something else in your workflow?

You Can Also Connect Moneybird or Nutshell 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.
Nutshell
Nutshell
Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.