Keep Moneybird and Microsoft Teams updated automatically.
This connector fixes that, and we build it on request: what happens in Moneybird lands in Microsoft Teams by itself, in the shape Microsoft Teams expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today nobody notices until someone happens to look. Whatever really cannot wait, you pass on yourself.
What Moneybird to Microsoft Teams saves you
- Get a Microsoft Teams message for every invoice you send from Moneybird.
- Get a Microsoft Teams message for a Moneybird invoice going overdue.
- Get a Microsoft Teams message for every paid Moneybird invoice.
What travels across the link
Everything this connector moves between Moneybird and Microsoft Teams, and how often.
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Notifications
to Microsoft Teams automaticallyFrom this you get a short message in Microsoft Teams in the channel you choose, one line on what happened, so you see it at once without logging in anywhere.
What each side expects
Moneybird and Microsoft Teams do not describe the world the same way. This is what has to line up.
Microsoft Teams
A notification channel needs to know where the message goes, and only works when one line says what happened.
Setting it up
- 01
Request the connector
Let us know you want to link Moneybird to Microsoft Teams. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Moneybird. A notification channel needs to know where the message goes, and only works when one line says what happened.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
- Access to the workspace or channel the notifications should land in.
Not sure how to get those keys? Step by step:
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Moneybird to Microsoft Teams?
Yes. Schakel connects through the official APIs of Moneybird and Microsoft Teams, so you install nothing on your own server and nothing travels outside those two parties.
Can I choose which events send me a Microsoft Teams message?
Yes. You decide which events from Moneybird produce a message, for instance a new order but not a stock change.
Which Microsoft Teams channel do the notifications land in?
The channel you choose. You can also send different kinds of notification to different channels, so it does not become one big stream.
What does connecting Moneybird and Microsoft Teams cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Moneybird sync with Microsoft Teams?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
Do I get one Microsoft Teams message per event or a summary?
By default it is one short message per event, one line on what is happening. If you would rather have a digest, we settle that when setting it up.
What if Moneybird or Microsoft Teams is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Moneybird to Microsoft Teams?
You give Schakel access to Moneybird and Microsoft Teams once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Missing something you need?
Tell us what Moneybird and Microsoft Teams should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.