Keep Moneybird and WhatsApp updated automatically.
This connector fixes that, and we build it on request: what happens in Moneybird lands in WhatsApp by itself, in the shape WhatsApp 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 you send the message yourself when someone needs to know right away. Outside office hours that does not happen, and on Monday morning it turns out nothing was picked up for three days.
What Moneybird to WhatsApp saves you
- Get a WhatsApp message for every invoice you send from Moneybird.
- Get a WhatsApp message for a Moneybird invoice going overdue.
- Get a WhatsApp message for every paid Moneybird invoice.
What travels across the link
Everything this connector moves between Moneybird and WhatsApp, and how often.
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Notifications
to WhatsApp automaticallyFrom this you get a short message in WhatsApp 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 WhatsApp do not describe the world the same way. This is what has to line up.
Messages through a connector run over a business WhatsApp number, not your personal app. What you send has to be short enough to read on a phone, so one line with what matters.
Setting it up
- 01
Request the connector
Let us know you want to link Moneybird to WhatsApp. 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. Messages through a connector run over a business WhatsApp number, not your personal app. What you send has to be short enough to read on a phone, so one line with what matters.
- 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.
- A business WhatsApp number with a provider that allows messages through an API, and the numbers that should receive the notifications.
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 WhatsApp?
Yes. Schakel connects through the official APIs of Moneybird and WhatsApp, so you install nothing on your own server and nothing travels outside those two parties.
Can I choose which events send me a WhatsApp message?
Yes. You decide which events from Moneybird produce a message, for instance a new order but not a stock change.
Which WhatsApp 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.
Does this run over my personal WhatsApp or a business number?
Over a business WhatsApp number with a provider that allows messages through an API, not your personal app.
What does connecting Moneybird and WhatsApp 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 WhatsApp?
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 WhatsApp 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 WhatsApp 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.
Missing something you need?
Tell us what Moneybird and WhatsApp 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.