Use Moneybird with Lindy.

Connect Moneybird and start asking Lindy to take work off your plate. No workflows to build, just tell Lindy what you need in plain language.

Actions

Everything Lindy can do in Moneybird

Explore all the actions Lindy can perform in Moneybird. Just describe what you need in plain language, and Lindy handles the rest.

actions

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actions

Create Contact

Create a new contact with personal and company information in Moneybird.

Create Quote

Create a new quote with pricing and contact details in Moneybird.

Create Sale Invoice

Create a new sales invoice with contact details, pricing, and customization options.

People use Lindy at some pretty cool places.

Easy as one, two, three

How it works

1. Add Lindy to Slack

One click from the Slack marketplace. The whole team gets Lindy at once.

2. Connect your tools

Lindy works with 1,000+ apps and any MCP server.

3. Put Lindy to work

@mention Lindy in any channel and it starts working. Minutes, not a weekend.

Skills

See what's possible with Lindy

A few things people ask Lindy to do. Try one, or ask for something else entirely.

Send a prep brief before every Calendly meeting

Lindy pulls your Calendly meeting details and sends you a prep brief beforehand.

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Summarize GitHub pull request activity daily via Slack

Lindy checks your GitHub PRs each day and sends a summary to Slack.

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Send scheduled status updates to a specific Microsoft Teams channel

Lindy sends scheduled status updates to your chosen Microsoft Teams channel automatically.

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Notify the team when a new Shopify order comes in

Lindy watches your Shopify store and pings your team the moment a new order arrives.

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Send meeting summaries to all participants via Gmail

Lindy drafts and sends a meeting summary to every participant through Gmail.

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Log meeting notes to Salesforce after every call

Lindy logs your call notes straight into Salesforce so you don't have to do it manually.

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Frequently asked questions

What is Lindy?

Lindy is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Lindy takes the work off your plate.

How do I connect Moneybird to Lindy?

Sign up to Lindy, ask Lindy to connect to Moneybird, and approve the connection when prompted. From then on you can ask Lindy to do things in Moneybird whenever you need.

Do I need to build workflows or write code?

No. There's nothing to build or configure. You ask Lindy in Slack the same way you'd ask a colleague, and Lindy handles the rest.

Can Lindy handle Moneybird tasks automatically?

Yes. Ask once and tell Lindy when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.

What can Lindy do with Moneybird

Read and act on data in Moneybird, and trigger workflows when something changes there. Tell Lindy the outcome you want and it handles the rest.

Does Lindy work with my other tools too?

Yes. Lindy connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Moneybird and the rest of your stack in a single request.

Ready when you are.

Free to try. In your Slack in two minutes.

7-day free trial • Cancel anytime

Use Moneybird with Lindy.

Everything Lindy can do in Moneybird

People use Lindy at some pretty cool places.

How it works

1. Add Lindy to Slack

2. Connect your tools

3. Put Lindy to work

See what's possible with Lindy

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Frequently asked questions

Ready when you are.