Cirqll + Moneybird

Cirqll + Moneybird integrations

Add new Cirqll customers to Moneybird as contacts with this workflow

Simplify your contacts management with this automation. When a new customer comes on board in Cirqll, this workflow immediately creates a contact in the Moneybird app. Perfect for businesses that want to streamline their customer onboarding process, keeping everything organized and ensuring each new client is promptly added to Moneybird.

When this happens...
New Customer EventTriggers when a customer is created, updated or deleted.
TriggerInstant
automatically do this!
Create ContactTriggers when a new contact is created.
ActionWrite

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More things you can do with Cirqll and Moneybird

Discover other triggers and actions you can use with Cirqll and Moneybird

- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It

- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Location
- Start_date
  Required
- End_date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Price
  Required
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write

- Id
  Required
- User_id
- Customer_id
- Assignment_id
- Contract_id
- Name
- Description
- Percentage
- Price
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Price
  Required
- Price_type
- Start_date
  Required
- End_date
  Required
- Reminder_date
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- User_id
- Customer_id
- Subject
  Required
- Body
  Required
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Location
- Start_date
  Required
- End_date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
  Required
- Assignment_id
- Contract_id
- Name
  Required
- Description
- Percentage
  Required
- Price
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Price
  Required
- Price_type
- Start_date
  Required
- End_date
  Required
- Reminder_date
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
- Subject
  Required
- Body
  Required
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Document id
  Required
- File url
  Required
Action
Write
- Reference
  Required
- Date
  Required
- Contact Id
  Required
Action
Write
- Contact Id
  Required
- Reference
- Invoice Sequence Id
- Remove Invoice Sequence Id
- Invoice Date
- First Due Interval
- Currency
- Prices Are Incl Tax
- Payment Conditions
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Query
Action
Search
- Query
- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Search or write

- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It
- Topics
  Required
Trigger
Instant
Try It
- Id
  Required
- User_id
- Customer_id
- Name
- Description
- Location
- Start_date
- End_date
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- User_id
- Customer_id
  Required
- Assignment_id
- Contract_id
- Name
  Required
- Description
- Percentage
  Required
- Price
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- User_id
- Customer_id
  Required
- First_name
  Required
- Last_name
  Required
- Email
- Phone
- Function
- More_info
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- User_id
- Name
  Required
- Description
- Coc
- Email
- Phone
- Skip Webhook Trigger
  Required
- With_address
  Required
Action
Write
- User_id
- Customer_id
  Required
- Description
  Required
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Write
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Category
  Required
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
Action
Search
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
  Required
- Name
  Required
- Description
- Price
  Required
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
  Required
- First_name
  Required
- Last_name
  Required
- Email
- Phone
- Function
- More_info
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
- Filter
  Required
- Eager Load (with)
- User_id
- Name
  Required
- Description
- Coc
- Email
- Phone
- Skip Webhook Trigger
  Required
- With_address
  Required
Action
Search or write
- Filter
  Required
- Eager Load (with)
- User_id
- Customer_id
  Required
- Description
  Required
- Date
  Required
- Archived_at
- Skip Webhook Trigger
  Required
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Instant
Try It
- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Write
- Contact Id
  Required
- Reference
- Quote Date
- Remove Quote Sequence Id
- Language
- Currency
- Prices Are Incl Tax
- Show Tax
- First Due Interval
- Pre Text
- Post Text
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Sales invoice id
  Required
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write
- Name
- Percentage
- Country
Action
Search

About Cirqll

Cirqll is a CRM platform to organize everything around your customer. For example: Notes, tasks, appointments, chances, contracts.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Related Zap Templates

Generate new Moneybird sales invoices for updated Cirqll assignments

Related Zap Templates

Generate new Moneybird sales invoices for updated Cirqll assignments