Better Proposals + Moneybird Integrations

How to connect Better Proposals + Moneybird

Zapier lets you send info between Better Proposals and Moneybird automatically—no code required.

When this happens...
Better ProposalsBetter Proposals
New Proposal

Triggers when a new proposal is created.

automatically do this!
Add Attachment to New Document

Add an attachment to a new document (use in combination with Create Document).

Supported triggers and actions

What does this mean?

How Better Proposals + Moneybird Integrations Work

  1. Step 1: Authenticate Better Proposals + Moneybird.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Related categories

  • Proposal & Invoice Management
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About Moneybird

Moneybird provides cloud accounting for SME's in Holland.
Learn More

Related categories

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