Capsule CRM + Moneybird
Create and send Moneybird sales invoices for new or updated Capsule CRM contacts
Stay on top of your invoicing process by connecting your Capsule CRM and Moneybird apps. With this workflow, every time there's a new or updated contact in Capsule CRM, a sales invoice will be sent in Moneybird. Streamline your invoicing and ensure efficient communication with clients, all while saving time and improving accuracy in your financial management.
Stay on top of your invoicing process by connecting your Capsule CRM and Moneybird apps. With this workflow, every time there's a new or updated contact in Capsule CRM, a sales invoice will be sent in Moneybird. Streamline your invoicing and ensure efficient communication with clients, all while saving time and improving accuracy in your financial management.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Send Sales Invoice
Send a sales invoice
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