Moneybird + Wistia Integration

Connect Moneybird to Wistia - 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. Make use of Wistia automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Moneybird + Wistia integration.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Moneybird + Wistia Integration

Just click on the workflow you want to automate

Create Moneybird contact for new Wistia contact

Wistia + Moneybird Integration

Activate

1of1

Create Your Own Moneybird & Wistia 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 whenever a new contact is created
Instant
Quote is created in Moneybird
Triggers the automation whenever a new quote is created
Instant
Sales invoice is created in Moneybird
Triggers the automation whenever a sales invoice is created
Instant
Sales invoice sent by email in Moneybird
Triggers the automation whenever a sales invoice is sent by email
Instant
Video is watched in Wistia
Triggers the automation whenever a video is watched
Visitor's email is captured in Wistia
Triggers the automation whenever a visitor's email address is captured
Visitor is added in Wistia
Video is added in Wistia
Triggers the automation whenever a new visitor is added
Project is created in Wistia
Triggers the automation whenever a new video is added

Create sales invoice in Moneybird
Automatically generates a new sales invoice with pre-filled details
Send sales invoice in Moneybird
Automatically sends a sales invoice
Create contact in Moneybird
Automatically adds a new contact to the database
Search contact in Moneybird
Automatically finds and retrieves contact information
Create document in Moneybird
Automatically generates a new document
Add attachment to document in Moneybird
Automatically include attachments in the particular document
Create quote in Moneybird
Automatically generates a new quote with pre-filled information
Create project in Wistia
Triggers the automation whenever a new project is created

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 & Wistia In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Moneybird or Wistia 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

Get more views, leads and sales from your videos. Wistia automatically records detailed video analytics (for example, when viewers pause or rewind) to help you understand what's working (and what isn't).

See Wistia Integrations