Moneybird + Patreon Integration

Connect Moneybird to Patreon - Automate your workflows in 1-click

Set up Moneybird automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Leverage Patreon automations to automate donor communication, track fundraising progress, and gain valuable insights. And automate all the repetitive tasks between Moneybird & Patreon using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Moneybird + Patreon Integration

Just click on the workflow you want to automate

Create Moneybird contact for new Patreon member

When you create a member in Patreon, it's important to also create that contact in Moneybird. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.

Activate

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Create Your Own Moneybird & Patreon Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Moneybird
Triggers the automation whenever a new contact is created
Instant
Quote is created in Moneybird
Triggers the automation whenever a new quote is created
Instant
Sales invoice is created in Moneybird
Triggers the automation whenever a sales invoice is created
Instant
Sales invoice sent by email in Moneybird
Triggers the automation whenever a sales invoice is sent by email
Instant
Member is created in Patreon
Triggers the automation whenever a new member is added
Instant
Member is deleted in Patreon
Triggers the automation whenever any member is removed from the system
Instant
Member is updated in Patreon
Triggers the automation whenever a member's profile is updated
Instant
Pledge on a membership is created in Patreon
Triggers the automation whenever a pledge on a membership is created
Instant
Pledge on a membership is updated in Patreon
Triggers the automation whenever a pledge on membership is updated
Instant
Pledge on a membership is deleted in Patreon
Triggers the automation whenever a pledge on membership is deleted
Instant

Create sales invoice in Moneybird
Automatically generates a new sales invoice with pre-filled details
Send sales invoice in Moneybird
Automatically sends a sales invoice
Create contact in Moneybird
Automatically adds a new contact to the database
Search contact in Moneybird
Automatically finds and retrieves contact information
Create document in Moneybird
Automatically generates a new document
Add attachment to document in Moneybird
Automatically include attachments in the particular document
Create quote in Moneybird
Automatically generates a new quote with pre-filled information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Moneybird & Patreon In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Moneybird or Patreon 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

Patreon started as a way for creators to get paid by their fans. Today it's used by thousands of creators worldwide — from YouTubers to podcasters, writers, webcomics, game developers and more — to bring in sustainable income.

See Patreon Integrations