Interact + Moneybird
Create new Moneybird contacts from Interact leads
Effortlessly manage your new leads from Interact by adding them as contacts in Moneybird with this seamless workflow. As soon as a new lead is captured in Interact, this automation will create a contact in Moneybird, ensuring you can easily keep track of your potential clients and grow your business efficiently. Stay organized and on top of your sales process with this time-saving integration.
Effortlessly manage your new leads from Interact by adding them as contacts in Moneybird with this seamless workflow. As soon as a new lead is captured in Interact, this automation will create a contact in Moneybird, ensuring you can easily keep track of your potential clients and grow your business efficiently. Stay organized and on top of your sales process with this time-saving integration.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Contact
Triggers when a new contact is created.
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QuizRequired
Try ItNew Quote
Triggers when a new quote is created.
Try ItDocument idRequired
File urlRequired
ReferenceRequired
DateRequired
Contact IdRequired
New Contact
Triggers when a new contact is created.
Try ItNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItCompany 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
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
