Keep Pipedrive and Moneybird updated automatically.
Pipedrive keeps your pipeline tight, but the moment a deal is marked won the admin work begins: you still make the invoice by hand in your accounting. Schakel reads your Pipedrive deals and turns every won deal into a Moneybird invoice automatically, with the organization as a contact and the linked products as invoice lines, so closing and invoicing become one motion.
What travels across the link
Everything this connector moves between Pipedrive and Moneybird, and how often.
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Won deal as invoice
When you mark a deal as won, Schakel turns it into a Moneybird sales invoice, with the deal products as lines and the deal title as reference.
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Organization and person
The Pipedrive organization is found in Moneybird by name or email or created as a contact, with the linked person attached, so the invoice sits with the right relation.
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Products as invoice lines
The products attached to the deal come through as separate invoice lines, with quantity and price, so the invoice matches what you sold.
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VAT per line
Based on the organization country and VAT number the right rate is set per line, including reverse charge for foreign business customers.
What Pipedrive to Moneybird saves you
- A won deal in Pipedrive becomes an invoice in Moneybird by itself.
- Organizations arrive as contacts, without duplicate relations.
- Deal products become invoice lines, so you retype nothing.
- Closing and invoicing become one motion instead of two systems.
Setting it up
- 01
Connect Pipedrive
You grant Schakel access to your deals, organizations and products through an API token. Your pipelines and fields stay unchanged.
- 02
Grant access to Moneybird
You authorise Schakel through Moneybird and pick the administration the invoices should land in. Your password is never asked for or stored.
- 03
Map products and VAT
You map your Pipedrive products and VAT rates to the right ledger accounts in Moneybird, so every invoice is booked correctly straight away.
- 04
Check and let it run
You see the first invoices in an overview before they are final. Once it looks right, every won deal becomes an invoice by itself.
What you need
- An account you administer, with access to the data you want linked.
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
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.
Request this connector: tell us what you need and we reply within 24 hours.
Related connections
Connect a different pair
Pipedrive and Moneybird is one of many. Pick two systems and see what travels between them.
Common questions
Is the Pipedrive to Moneybird connector available?
Request this connector and get access. You let us know you want to link Pipedrive to Moneybird, and we make sure you can get started. You hear from us within 24 hours.
When is the invoice created?
By default the moment you mark a deal as won. You can also pick a specific stage or pipeline, so open deals are not invoiced yet.
Are the deal products included?
Yes. The products on the deal come through as separate invoice lines, with quantity and price, so the invoice matches the deal.
Do duplicate contacts appear in Moneybird?
No. The organization is found by name or email. Only without a match does Schakel create a new contact.
Does Schakel send the invoice to the customer?
Only if you turn that on. By default Schakel creates the invoice in Moneybird so you can check it first.
Can you connect Pipedrive to Moneybird?
Yes. Schakel connects through the official APIs of Pipedrive and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Moneybird?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Moneybird?
Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what Pipedrive and Moneybird 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.