Moneybird + Stream Deck
accounting · proposal-&-invoice-management · 0 triggers · 21 actions
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting. Add Moneybird to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- One Stream Deck press
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use Moneybird
Add Moneybird to a workflow and pair it with a Stream Deck button to run it in one press — handy for accounting tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Steps your workflow can perform in Moneybird.
Add Note to Contact
Tool to add a note or to-do to a contact. Use when you need to record a comment or assign a task to a contact.
Archive Contact
Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
Create Contact Person
Tool to create a new contact person. Use when you have the contact ID and need to add a person after confirming their firstname and lastname.
Create Moneybird Contact
Tool to create a new contact in Moneybird. Use after you have an administration ID and need to onboard a new company/person. Provide either company_name or both firstname and lastname.
Create Sales Invoice
Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
Delete Contact
Tool to delete a contact. Use after confirming that contact should be removed.
Delete Contact Note
Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
Delete Contact Person
Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
About Moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
accountingproposal-&-invoice-management
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect Moneybird
Follow the setup prompts for Moneybird. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a Moneybird action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Assign to Stream Deck
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Frequently asked questions
- How do I connect Moneybird?
- Sign up for Conductor Deck, then add a Moneybird step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate Moneybird with your Stream Deck
Sign up for free and start building Moneybird workflows in minutes.