Moneybird + Trafft Integration

Connect Moneybird to Trafft - 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. Leverage Trafft automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Skip the manual back and forth! Easily automate the flow of data between Moneybird & Trafft using Integrately.
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Trafft + Moneybird Integration

Create Moneybird sales invoice for new Trafft event

If you're a professional who works on one-to-one basis and uses Trafft to manage your events, you may want to create an sales invoice in Moneybird when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Moneybird.

This can save you time when creating sales invoice and tracking payments for your events.
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Moneybird + Trafft 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
  • Trafft
    Appointment is created in Trafft Instant
  • Trafft
    Appointment status is changed in Trafft Instant
  • Trafft
    Appointment canceled in Trafft Instant
  • Trafft
    Appointment rescheduled in Trafft Instant
  • Trafft
    Customer is created in Trafft 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
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Integrate Moneybird & Trafft In 1 Click
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