Productive.io + Moneybird Integration

Integrate Moneybird to Productive.io in one click, or tell Integrately AI how you want each invoice handled. Track project progress, update client records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • 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
Arrow Right
2.
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • Moneybird
    Update contact in Moneybird
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Moneybird + Productive.io Integration

Create tasks from invoices, sync new contacts, update budgets, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Moneybird + Productive.io Integration

Create Productive.io task for new Moneybird contact

If you're using Moneybird and Productive.io to manage your work, you'll want to make sure that contact-creation task are automatically created in Productive.io. That way, you can easily keep track of who owes you what and when they're supposed to pay!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Moneybird + Productive.io flow

Connect customer communication, document storage, and billing tools to keep your entire business stack synchronized after tasks and invoices are generated. Pick a combination and activate it in one click.

Productive.io
Moneybird
+
SlackSlack (4)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
HubspotHubspot (3)
+
StripeStripe (3)
+
GmailGmail (3)
M
P
S
Create a Productive.io task from every Moneybird sales invoice, and notify your finance team on Slack
Every Moneybird sales invoice triggers a new task in Productive.io while Slack alerts your finance team instantly.
M
P
S
When a Moneybird contact is created, update the contact in Productive.io and alert your sales channel in Slack
New Moneybird contacts update Productive.io records and notify your sales channel in Slack.
P
M
S
When a Productive.io task is created, create a sales invoice in Moneybird and notify your team in Slack
Productive.io tasks automatically generate Moneybird sales invoices and post updates in Slack.
M
C
P
S
Use Claude to summarise new Moneybird sales invoices, create a task in Productive.io, and post the brief in Slack
Claude summarises Moneybird sales invoices before creating a Productive.io task and posting to Slack.

Supported triggers and actions for Productive.io and Moneybird

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Productive.io
Try it →
Instant
Task is created in Productive.io
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
Try it →
Instant
Project is created in Productive.io
Triggers the automation when a new project is created
Try it →
Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
Try it →
Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
Try it →
Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
Try it →
Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
Try it →
Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
Try it →
Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
Try it →
Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
Try it →
Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
Try it →
Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
Try it →
Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
Try it →
Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
Try it →
Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
Try it →
Update Contact in Productive.io
Updates the contact details
Try it →
Update task in Productive.io
Updates the task details
Try it →
Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
Try it →
Create task in Productive.io
Creates a new task
Try it →
Create company in Productive.io
Generates a new company profile with given details
Try it →
Search company in Productive.io
Finds information about a company
Try it →
Create contact in Productive.io
Adds a new contact to the database
Try it →
Search contact in Productive.io
Finds and retrieves contact information
Try it →
Create booking in Productive.io
Schedule and confirm a booking request
Try it →
Create task list in Productive.io
Creates a new task list
Try it →
Upload attachment in Productive.io
Try it →
Moneybird
Moneybird Triggers & Actions
Instant
Contact is created in Moneybird
Triggers the automation when a new contact is created
Try it →
Instant
Quote is created in Moneybird
Triggers the automation when a new quote is created
Try it →
Instant
Sales invoice is created in Moneybird
Triggers the automation when a sales invoice is created
Try it →
Instant
Sales invoice sent by email in Moneybird
Triggers the automation when a sales invoice is sent by email
Try it →
Update contact in Moneybird
Updates the contact to the database
Try it →
Create sales invoice in Moneybird
Generates a new sales invoice with pre-filled details
Try it →
Send sales invoice in Moneybird
Sends a sales invoice
Try it →
Create contact in Moneybird
Adds a new contact to the database
Try it →
Search contact in Moneybird
Finds and retrieves contact information
Try it →
Create document in Moneybird
Generates a new document
Try it →
Add attachment to document in Moneybird
Include attachments in the particular document
Try it →
Create quote in Moneybird
Generates a new quote with pre-filled information
Try it →

What can you automate with Moneybird + Productive.io?

Connect your financial accounting and project management workflows with ready-made automation templates.

What you can automate?
🔄
Turn Moneybird invoices into Productive.io tasks instantly
Automatically create a task in Productive.io whenever a new sales invoice is generated in Moneybird. Ensure your delivery team starts billable work the moment an invoice is issued.
📝
Capture every submitted line item and client detail
Map all available contact fields, quote descriptions, and invoice amounts between Moneybird and Productive.io instead of transferring only basic names and emails.
🔔
Notify your team the moment an event occurs
Send instant alerts to your finance or project channels whenever a new invoice, quote, or task is created across either platform, keeping everyone informed.
🔀
Route tasks and invoices based on submitted criteria
Apply conditional logic to direct specific invoices to designated project boards or assign tasks based on department fields submitted in Moneybird or Productive.io.
🔄
Keep records updated as projects and invoices evolve
Automatically update contact information and task statuses across both applications when changes occur, preventing outdated information in your client database.
🔍
Search and update instead of creating duplicates
Check whether a contact or company already exists in Productive.io before creating a new record from a Moneybird invoice, maintaining clean database hygiene.
📋
Handle later status changes and billing milestones
Trigger downstream updates when invoices are sent, quotes are approved, or project tasks are completed, keeping your billing and project pipelines synchronized.
🌐
Extend your workflow to team communication apps
Connect your core Moneybird and Productive.io workflow to Slack to broadcast real-time financial updates and project milestones to your entire team.
And much more...

Who is Moneybird + Productive.io integration for?

Accounting teams, project managers, and agency owners who need financial records and project tasks synchronized instantly without manual data entry.

Financial Controllers
Financial Controllers
Agency Project Managers
Agency Project Managers
Account Managers
Account Managers
Operations Directors
Operations Directors
Billing Specialists
Billing Specialists
Business Owners
Business Owners
📈
Financial Controllers
You rely on financial statements for cash flow reporting but project billing records are managed separately in another tool, so your monthly revenue numbers are always lagging — this integration means every new sales invoice updates your tracking records instantly and your accounts stay reconciled.
Agency Project Managers
You need to kick off billable work the moment a client approves a quote or invoice, but waiting for manual handoffs delays your team's sprint planning — with this integration, every new invoice or quote creates a matching task in your project workspace immediately so billable work starts without delay.
🤝
Account Managers
You answer to clients who expect their project tasks and billing history to match up seamlessly, but keeping both systems updated manually leads to discrepancies — this integration means client records and project deliverables stay perfectly aligned across your entire workflow.
📊
Operations Directors
Your agency handles a high volume of client retainers and project milestones every week, making manual data entry between accounting and project tools unsustainable — automating both apps means your operational data flows cleanly without human bottlenecks slowing your team down.
💼
Billing Specialists
You own the invoicing process and depend on project teams to notify you when milestones are reached, but communication delays stall your billing cycle — connecting these apps means completed project tasks trigger financial records automatically so invoicing happens on schedule.
🗂️
Business Owners
You need a reliable audit trail across your financial accounting and project profitability tools, but manual record-keeping keeps introducing gaps in your data history — this integration means every transaction and task is logged accurately with zero missing records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Productive.io + Moneybird

Build and manage your Productive.io + Moneybird automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Productive.io + Moneybird with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Moneybird to Productive.io?
Frequently Asked Questions
You can connect Moneybird to Productive.io using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your custom workflow alongside apps like Slack and Trello.
Can I automatically create a Productive.io task when a Moneybird sales invoice is created?
Frequently Asked Questions
Can I connect Moneybird, Productive.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Moneybird and Productive.io?
Frequently Asked Questions
How are contacts handled between Moneybird and Productive.io?
Frequently Asked Questions
Can I generate invoices in Moneybird from Productive.io tasks?
Frequently Asked Questions
Do I need coding skills to integrate Moneybird and Productive.io?
Frequently Asked Questions
Is the Moneybird and Productive.io integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Moneybird or Productive.io With 1500+ Other Apps

Moneybird
Popular Moneybird Integrations
Connect Moneybird to accounting, CRM, and payment tools to streamline your financial operations.
See All
Moneybird Integrations arrow right
No popular apps found
Productive.io
Popular Productive.io Integrations
Sync Productive.io with project management, time tracking, and team collaboration tools to maximize agency profitability.