Create Invoices in Moneybird from Stripe Payments

Streamline your accounting by automatically creating and sending draft invoices in Moneybird whenever a customer pays via Stripe. This workflow matches the Stripe customer to a Moneybird contact and creates a detailed invoice, saving hours of manual bookkeeping.

How does Helptail work?

Helptail lets you automate repetitive work by stitching together your tools, like Stripe and 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 Stripe and 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 “Find Contact in Moneybird” that Searches for an existing contact in Moneybird using the customer's email from Stripe. Pass data forward by using outputs from earlier steps to drive later ones. Enjoy rich integrations with APIs, databases, and messaging services.