Moneybird + Pike13 Integration

Connect Moneybird to Pike13 - 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. Make use of Pike13 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Moneybird & Pike13 using Integrately.
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Pike13 + Moneybird Integration

Create Moneybird contact for new Pike13 person

In order to keep your accounting and customer records in sync, when you create a person in Pike13, 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 Pike13 and Moneybird!
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Moneybird + Pike13 Integration

Create Pike13 person for new Moneybird contact

If you are using Moneybird, then you may want to also use Pike13 to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding person will be created in Pike13.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Moneybird + Pike13 Integration
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
  • Pike13
    Person is created in Pike13 Instant
  • Pike13
    Person is updated in Pike13 Instant
  • Pike13
    Transaction is created in Pike13 Instant
  • Pike13
    Transaction is updated in Pike13 Instant
  • Pike13
    Event is upcoming in Pike13 Instant
  • Pike13
    Invoice is created in Pike13 Instant
  • Pike13
    Invoice is updated in Pike13 Instant
2.
  • 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
  • Pike13
    Create person in Pike13
  • Pike13
    Update person in Pike13
  • Pike13
    Search person in Pike13
  • Pike13
    Add note to event occurrence in Pike13
  • Pike13
    Add note to person in Pike13
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Integrate Moneybird & Pike13 In 1 Click
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