Moneybird + Refersion Integration

Connect Moneybird to Refersion in 1 click

Integrate Moneybird + Refersion For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Moneybird + Refersion Workflows

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Refersion + Moneybird Integration

Create Moneybird contact for new Refersion affiliate

When you create a affiliate in Refersion, 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.
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Moneybird + Refersion 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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
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You Can Also Connect Moneybird or Refersion With 1200+ Other Apps

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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.

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Refersion is a powerful affiliate network management solution. It's designed to give merchants complete control over all aspects of their affiliate marketing programs, helping them grow and manage profitable affiliate networks.

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