Popular Plutio + Moneybird Workflows
Create Moneybird sales invoice from new Plutio proposal
This automation will automatically generate an sales invoice in Moneybird for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.
Create Moneybird contact from new Plutio person
This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.
Setting up this automation is easy - just click on activate and connect your Plutio and Moneybird accounts with Integrately.
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Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!
See Plutio IntegrationsMoneybird 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.
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