Moneybird integration with Microsoft Excel
How to Add new rows to an Excel sheet when new Moneybird quotes are created
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new rows to an Excel sheet when new Moneybird quotes are created" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Moneybird integrations
Moneybird actions
Nekton can use any feature that is available in Moneybird API.
Using our advanced AI, you can easily create custom automations for Moneybird.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a new contact
Create Quote
Create a new quote
Send Sales Invoice
Send a sales invoice
Find Tax Rate
Finds a tax rate.
Add Attachment to New Document
Add an attachment to a new document (use in combination with Create Document).
Create Document
Create a new document
About Moneybird
Moneybird provides cloud accounting for SME's in Holland.