Moneybird + Softr Integration

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Moneybird + Softr Integration

Create Softr user for new Moneybird contact

If you are using Moneybird, then you may want to also use Softr to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding user will be created in Softr.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Moneybird + Softr 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
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
  • Softr
    Create user in Softr
  • Softr
    Delete user in Softr
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