Moneybird + Robly Integration

Connect Moneybird to Robly - 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. Set up Robly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Moneybird & Robly using Integrately.

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Ready Workflows For Moneybird + Robly Integration

Just click on the workflow you want to automate

Create Moneybird contact for new Robly contact

Robly + Moneybird Integration

Activate

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Create Your Own Moneybird & Robly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Moneybird
Triggers the automation when a new contact is created
Instant
Quote is created in Moneybird
Triggers the automation when a new quote is created
Instant
Sales invoice is created in Moneybird
Triggers the automation when a sales invoice is created
Instant
Sales invoice sent by email in Moneybird
Triggers the automation when a sales invoice is sent by email
Instant
Contact is created in Robly
Triggers the automation when a new contact is created
List is created in Robly
Triggers the automation when a new list is created
Contact is unsubscribed in Robly
Triggers the automation when a contact unsubscribes from a mailing list

Create sales invoice in Moneybird
Generates a new sales invoice with pre-filled details
Send sales invoice in Moneybird
Sends a sales invoice
Create contact in Moneybird
Adds a new contact to the database
Search contact in Moneybird
Finds and retrieves contact information
Create document in Moneybird
Generates a new document
Add attachment to document in Moneybird
Include attachments in the particular document
Create quote in Moneybird
Generates a new quote with pre-filled information
Add contact to a list in Robly
Adds a contact to a predefined contact list
Remove contact from a list in Robly
Removes a contact from a list
Unsubscribe contact in Robly
Removes contact from mailing list
Update full contact details in Robly
Updates all contact information
Search contact in Robly
Finds and retrieves contact information
Create contact in Robly
Adds a new contact to the database
Create list in Robly
Generates a new list

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Moneybird or Robly With 1200+ Other Apps

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.

See Moneybird Integrations

Robly enables you to build and manage professional looking email campaigns without the need of any coding skills or knowledge. You can create, send and track your email marketing campaigns in minutes.

See Robly Integrations