Moneybird + Projectplace Integration

Connect Moneybird to Projectplace - 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 Projectplace automations to improve team communication and gain real-time visibility into project progress. Combine the benefits of both with Integrately’s Moneybird + Projectplace integration.
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Ready Workflows For Moneybird + Projectplace Integration

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Moneybird + Projectplace Integration
1.
  • Moneybird
    Contact is created in Moneybird

    Triggers the automation whenever a new contact is created

    Instant
  • Moneybird
    Quote is created in Moneybird

    Triggers the automation whenever a new quote is created

    Instant
  • Moneybird
    Sales invoice is created in Moneybird

    Triggers the automation whenever a sales invoice is created

    Instant
  • Moneybird
    Sales invoice sent by email in Moneybird

    Triggers the automation whenever a sales invoice is sent by email

    Instant
  • Projectplace
    Card is created in Projectplace

    Triggers the automation whenever a card is archived

  • Projectplace
    Card is moved to done/last column in Projectplace

    Triggers the automation whenever a card is moved to the final stage of a board

2.
  • Moneybird
    Create sales invoice in Moneybird

    Automatically generates a new sales invoice with pre-filled details

  • Moneybird
    Send sales invoice in Moneybird

    Automatically sends a sales invoice

  • Moneybird
    Create contact in Moneybird

    Automatically adds a new contact to the database

  • Moneybird
    Search contact in Moneybird

    Automatically finds and retrieves contact information

  • Moneybird
    Create document in Moneybird

    Automatically generates a new document

  • Moneybird
    Add attachment to document in Moneybird

    Automatically include attachments in the particular document

  • Moneybird
    Create quote in Moneybird

    Automatically generates a new quote with pre-filled information

  • Projectplace
    Create card in Projectplace

    Automatically generates a new card for a task

  • Projectplace
    Create a card on an existing activity in Projectplace

    Automatically creates a new card on an existing activity

  • Projectplace
    Search card by name in Projectplace

    Automatically searches for a card using its name

  • Projectplace
    Add reported time to a card in Projectplace

    Automatically record reported time on the card for tracking and accountability

  • Projectplace
    Create board in Projectplace

    Automatically generates a new board

  • Projectplace
    Create project in Projectplace

    Automatically creates a new project

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

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