Create invoices in Moneybird for new contacts in 17hats
Effortlessly manage your client billing with this efficient workflow that connects 17hats and Moneybird. When a new contact is added in 17hats, this automation creates and sends a sales invoice in Moneybird, ensuring a smooth process for handling invoices and getting paid on time. Simplify your invoicing process by letting this integration handle the task for you.
Effortlessly manage your client billing with this efficient workflow that connects 17hats and Moneybird. When a new contact is added in 17hats, this automation creates and sends a sales invoice in Moneybird, ensuring a smooth process for handling invoices and getting paid on time. Simplify your invoicing process by letting this integration handle the task for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Sales Invoice
Send a sales invoice
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Contact
Triggers when a new contact is created.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Quote
Triggers when a new quote is created.
Try It