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Attach Dropbox files to newly created Moneybird documents

  1. When this happensStep 1: New File in Folder

  2. Then do thisStep 2: Create Document

  3. Then do thisStep 3: Add Attachment to New Document

A time-consuming part of keeping your administration tidy is managing incoming documents. Finding the correct attachment for the document can be a hassle. This integration aims to solve that problem. After uploading a file to Dropbox, a new document will be created in Moneybird and the uploaded file will be attached to it.

How this Dropbox-Moneybird integration works

  1. A new file is uploaded to Dropbox
  2. Zapier creates a new document in Moneybird
  3. Zapier attaches the Dropbox file to the newly create Moneybird document

Apps involved

  • Dropbox
  • Moneybird
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Connect Dropbox + Moneybird in Minutes

It's easy to connect Dropbox + Moneybird and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Folder

Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

Add Attachment to New Document

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

Create Document

Create a new document

Create Sales Invoice

Create a new sales invoice

Find Contact

Finds a contact.

New File in Folder

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

Create Contact

Create a new contact

Create Quote

Create a new quote

Send Sales Invoice

Send a sales invoice

Find or Create contact

Finds a contact.

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