Create Moneybird invoices from new Clio activities
Effortlessly manage your invoices with this convenient Clio to Moneybird workflow. When new activities occur in Clio, sales invoices will be generated in Moneybird, streamlining your billing process. Save time and enhance your productivity with this seamless automation.
Effortlessly manage your invoices with this convenient Clio to Moneybird workflow. When new activities occur in Clio, sales invoices will be generated in Moneybird, streamlining your billing process. Save time and enhance your productivity with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Sales Invoice
Send a sales invoice
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