Moneybird + Steady Integration

Connect Moneybird to Steady in 1 click

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Popular Moneybird + Steady Workflows

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Steady + Moneybird Integration

Create Moneybird contact for new Steady contact

When you create a contact in Steady, 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 + Steady 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
  • Steady
    Newsletter subscriber is created in Steady
  • Steady
    Subscription is created in Steady
  • Steady
    Publication is created in Steady
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
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