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Moneybird - Create PDF, Word, Excel Documents
Moneybird works with Documentero to turn your financial data into ready-to-use documents. When a new invoice, quote, or contact is created in Moneybird, Documentero can instantly generate a PDF, Word, or Excel file based on your templates. This makes it easy to produce professional reports, contracts, or summaries directly from your accounting activity. With integrations through API, Make, or Zapier, you can connect both tools without extra manual work.
Moneybird
Documentero
Triggers
Watch Contacts — Triggers when a contact is added, updated, or deleted.
Watch Documents — Triggers when a document is added, updated, or deleted.
Watch Sales Invoices — Triggers when a sales invoice is added, updated, or deleted.
Watch Quotes — Triggers when a quote is added, updated, or deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Moneybird using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Moneybird using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Moneybird sales invoices
Create Word contracts from Moneybird quotes
Export Moneybird contacts into Excel sheets with Documentero
Generate PDF financial summaries when Moneybird documents are updated
Produce Word audit logs when Moneybird records are deleted
Create Excel reports of Moneybird sales invoices for monthly reviews
Automatically generate PDF proposals from Moneybird quotes
Export Moneybird contact updates into Word profile documents
Create branded PDF receipts from Moneybird documents
Generate Excel dashboards from Moneybird invoice and quote data
How you can use Moneybird + Documentero
Invoice to PDF
Automatically create a branded PDF invoice in Documentero whenever a new sales invoice is added in Moneybird.
Quote to Contract
Generate a ready-to-sign contract document in Word format whenever a new quote is approved in Moneybird.
Contact Profile Sheet
Produce a detailed contact profile in Excel whenever a new contact is added in Moneybird.
Financial Report
Create a monthly financial report in PDF using Documentero whenever new documents are updated in Moneybird.
Deleted Records Log
Generate an audit log in Word whenever a contact or document is deleted in Moneybird.
Setup Guides
Zapier Tutorial: Integrate Moneybird with Documentero
- Create a new Zap in Zapier.
- Add Moneybird to the zap and choose one of the triggers (Watch Contacts, Watch Documents, Watch Sales Invoices). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Moneybird trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Moneybird with Documentero
- Create a new scenario in Make.
- Add Moneybird to the scenario and choose one of the triggers (Watch Contacts, Watch Documents, Watch Sales Invoices). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Moneybird trigger.
- Run or schedule your scenario and verify the output.
