DragApp + Moneybird

DragApp + Moneybird integrations

Create cards in DragApp for every new quote in Moneybird

Streamline your financial tracking process with this workflow. Whenever a new quote is generated in Moneybird, a corresponding card is created in DragApp. This makes it easier to visually manage and track your quotes, ensuring nothing slips through the cracks. Eliminate manual data entry and enhance your productivity with this automatic process.

When this happens...
New QuoteTriggers when a new quote is created.
TriggerInstant
automatically do this!
Create CardCreates a card on board.
ActionWrite

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More things you can do with Moneybird and DragApp

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

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
- Board Id
  Required
- Column Id
- Comment text contains...
- Comment text starts with...
- Comment text ends with...
Trigger
Instant
Try It

- Board Id
  Required
- Column Id
- Email sender contains...
- Email sender starts with...
- Email sender ends with...
- Email sender does not contain...
- Email subject contains...
- Email subject starts with...
- Email subject ends with...
Trigger
Instant
Try It
- Task Name
  Required
- Board Id
  Required
- Column Id
  Required
- Tag
- Assignee
- Comment
- Note
- Sub Task
Action
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
- Board Id
  Required
- Column Id
- Email sender contains...
- Email sender starts with...
- Email sender ends with...
- Email sender does not contain...
- Email subject contains...
- Email subject starts with...
- Email subject ends with...
Trigger
Instant
Try It
- Board Id
  Required
- Column Id
- Card title contains...
- Card title starts with...
- Card title ends with...
Trigger
Instant
Try It
- Comment
  Required
- Board Id
  Required
- Column Id
  Required
- Card Title
  Required
Action
Write

About DragApp

DragApp is a Chrome Extension that turns Gmail into a Team Workspace.

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Related categories

Team Collaboration

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

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Related categories

Accounting