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Connect Moneybird to Salesforce

Build an AI agent that works across Moneybird and Salesforce, on a schedule or when you click Run.

6 source actions
24 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Moneybird integrations

Why Connect Moneybird & Salesforce?

Read what you need from Moneybird

Your agent uses Moneybird's documented actions to pull the records it needs, each time it runs.

Run a Salesforce action

Then it uses one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Moneybird logo

Moneybird

Triggers (1)

New Webhook event

Emit new event on each webhook event. See docs here

webhook

Actions (6)

Create Contact

Create a new contact. See docs here

Create Quote

Create a new quote. See docs here

Create Sale Invoice

Create a sale invoice. See docs here

List Contact ID Options

Retrieves available options for the Contact ID field.

List Product ID Options

Retrieves available options for the Product ID field.

List Project ID Options

Retrieves available options for the Project ID field.

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Integration Features

6 documented Moneybird actions
24 documented Salesforce actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Salesforce to Moneybird direction

Capability Examples

Moneybird trigger → Salesforce action

Catalog example
MoneybirdMoneybird

New Webhook event

SalesforceSalesforce

Add Contact to Campaign

Salesforce trigger → Moneybird action

Reverse direction
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

MoneybirdMoneybird

Create Contact

How It Works

1

Connect Apps

Authenticate your Moneybird and Salesforce accounts

2

Describe the Job

Say what to read from Moneybird and what to do in Salesforce

3

Choose an Action

Select the documented Salesforce operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Moneybird events yet.

Automated Actions

Use 24 documented Salesforce actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theMoneybird and Salesforce actions it needs.

Your Own Accounts

You connect your own Moneybird and Salesforce accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Salesforce to Moneybird for bidirectional automation

View Integration
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All Moneybird Integrations

Explore all available Moneybird connections

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All Salesforce Integrations

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Ready to Connect Moneybird & Salesforce?

Build this agent in Mazaal AI and test it on your ownMoneybird and Salesforce data.

Start building

Rather not build it yourself? We set up one Moneybird to Salesforce agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod