Integrate Moneybird with Retently

Trigger NPS/CSAT surveys after invoice payments or quote acceptances, sync customer contact details and financial transaction history, use feedback scores to improve customer service and financial offerings.

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About Moneybird

Moneybird provides cloud accounting services for small and medium enterprises in the Netherlands. It allows users to create and manage contacts, invoices, quotes, and documents.

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Moneybird to Retently

1

New Contact

Triggers when a new contact is created.
2

New Sales Invoice

Triggers when a new sales invoice is created.
3

New Quote

Triggers when a new quote is created.
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Retently to Moneybird

1

Create Contact

Creates a new contact.
2

Create Quote

Creates a new quote.
3

Send Sales Invoice

Sends a sales invoice.
4

Find Tax Rate

Finds a tax rate.
5

Add Attachment to New Document

Adds an attachment to a new document.
6

Create Document

Creates a new document.
7

Create Sales Invoice

Creates a new sales invoice.
8

Find Contact

Finds a contact.
9

Find or Create Contact

Finds a contact.

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