Moneybird + Nutshell Integration

Connect Moneybird to Nutshell in 1 click

Integrate Moneybird + Nutshell For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Moneybird + Nutshell Workflows

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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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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Create Your Own Moneybird & Nutshell Integration Without Any Code

Create Custom Workflow

Contact is created in Moneybird Instant
Quote is created in Moneybird Instant
Sales invoice is created in Moneybird Instant
Sales invoice sent by email in Moneybird Instant
Person is created in Nutshell Instant
Activity is created in Nutshell Instant
Lead is created in Nutshell Instant
Lead is won in Nutshell Instant
Company is created in Nutshell Instant

Create sales invoice in Moneybird
Send sales invoice in Moneybird
Create contact in Moneybird
Search contact in Moneybird
Create document in Moneybird
Add attachment to document in Moneybird
Create quote in Moneybird
Create person in Nutshell
Search person in Nutshell
Create lead in Nutshell
Update lead in Nutshell
Search lead in Nutshell
Create company in Nutshell
Search account in Nutshell
Get contact by ID in Nutshell

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You Can Also Connect Moneybird or Nutshell With 1200+ Other Apps

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.

See Moneybird Integrations

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.

See Nutshell Integrations