Connect Moneybird and Weekdone
Integrate Moneybird with Weekdone to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Moneybird when New Objective in Weekdone
Get Administration from Moneybird when New Objective in Weekdone
Create Document in Moneybird when New Objective in Weekdone
Create Sales Invoice in Moneybird when New Objective in Weekdone
Send an Invoice via Moneybird when New Objective in Weekdone
Popular Moneybird + Weekdone flows
Start from a real workflow other teams are already running.
Choose a trigger
Moneybird
When this happens...
New Invoice
New Contact
New Quote
Choose an action
Weekdone
Automatically do this!
Create Objective
Update Objective
Get All Items
Create New Item
List Objectives
Update Item
List Report
List Teams
List Users
List Types
List Tags
List Company
Create Contact in Moneybird when New Objective in Weekdone
Use this flowGet Administration from Moneybird when New Objective in Weekdone
Use this flowCreate Document in Moneybird when New Objective in Weekdone
Use this flowCreate Sales Invoice in Moneybird when New Objective in Weekdone
Use this flowSend an Invoice via Moneybird when New Objective in Weekdone
Use this flowCreate Quote in Moneybird when New Objective in Weekdone
Use this flowCreate Contact in Moneybird when New Item in Weekdone
Use this flowGet Administration from Moneybird when New Item in Weekdone
Use this flowCreate Document in Moneybird when New Item in Weekdone
Use this flowCreate Sales Invoice in Moneybird when New Item in Weekdone
Use this flowSupported Triggers & Actions
Everything you can automate between Moneybird and Weekdone.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
New Quote
Trigger when a new quote is created.
New Objective
Triggers when a new objective is created in Weekdone.
New Item
Trigger when new item is created.
Do thisActions
Action is the task that follows automatically within your Moneybird integrations.
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
Create Sales Invoice
Create a new sales invoice
Send an Invoice
Send a invoice.
Create Quote
Create a new Quote.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn moreSimilar apps
About Weekdone
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moneybird and Weekdone accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Moneybird and Weekdone as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Weekdone. No coding required.
Yes. You can set up a workflow where Moneybird triggers actions in Weekdone, and a separate workflow where Weekdone triggers actions in Moneybird. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Moneybird and Weekdone. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moneybird and Weekdone integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
