Send Holiday Emails to Customers from Moneybird

Build customer relationships by sending a thoughtful holiday greeting. This workflow runs on a schedule, fetches all contacts from your Moneybird administration, and sends a single bulk email to all of them, perfect for end-of-year thank you messages or seasonal promotions.

How does Helptail work?

Helptail lets you automate repetitive work by stitching together your tools, like Moneybird, with a visual workflow builder. Create a workflow with just a few clicks, trigger it from webhooks, schedules, emails, or RSS, and assemble powerful steps that pass data between them. No code required. Focus on what matters while routine tasks run on autopilot.

Create a workflow

Define the exact sequence of steps you want to run, in the order you choose. This workflow uses 3 steps to automate your process. Reuse common steps across workflows to speed setup and maintain consistency. Save, test, and refine until everything behaves just right.
Set up a trigger

This workflow runs automatically to keep your Moneybird data synchronized. Flexible conditions let you fine tune when a workflow runs based on your specific requirements.
Create steps

Each step is an API call or action, like “Fetch All Moneybird Contacts” that fetches data from a third-party API. Pass data forward by using outputs from earlier steps to drive later ones. Enjoy rich integrations with APIs, databases, and messaging services.