Moneybird + Plutio Integration

If you're using Moneybird and Plutio to manage your work, you'll want to make sure that contact-creation task are automatically created in Plutio. That way, you can easily keep track of who owes you what and when they're supposed to pay!

If you're using Plutio to create your proposal, you'll be happy to know that you can also create sales invoice straight from Moneybird.

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.

Plutio can be integrated with Moneybird to help you manage your invoicing and finances. When a new person is created in Plutio, a corresponding contact record should be created in Moneybird.

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.