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Gmail + Moneybird

Create Gmail drafts for new Moneybird quotes

Effortlessly manage your finances with this seamless workflow that connects Moneybird and Gmail. Whenever a new quote is created in Moneybird, a draft email will be composed in your Gmail account, saving you time and helping you streamline your invoicing process. Stay organized and efficient by incorporating this automation into your business routine.

Effortlessly manage your finances with this seamless workflow that connects Moneybird and Gmail. Whenever a new quote is created in Moneybird, a draft email will be composed in your Gmail account, saving you time and helping you streamline your invoicing process. Stay organized and efficient by incorporating this automation into your business routine.

  1. When this happens...
    MoneybirdMoneybird
    New Quote

    Triggers when a new quote is created.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Create Draft

    Create (but do not send) a new email message.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
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Supported triggers and actions

What does this mean?
  • Moneybird triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Moneybird triggers, actions, and search

    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 IdRequired

    • 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
  • Moneybird triggers, actions, and search

    New Quote

    Triggers when a new quote is created.

    Trigger
    Instant
    Try It

    • Document idRequired

    • File urlRequired

    Action
    Write

    • ReferenceRequired

    • DateRequired

    • Contact IdRequired

    Action
    Write

    • Contact IdRequired

    • 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
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

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  • Email
  • Google

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About Moneybird

Moneybird provides cloud accounting for SME's in Holland.
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