LeadConnector + Moneybird

Create new LeadConnector opportunities from every new quote in Moneybird

Effortlessly manage your potential sales with this convenient workflow. Every time a new quote is created in your Moneybird account, it immediately adds or updates an opportunity in LeadConnector. This seamless integration ensures your LeadConnector data is always up-to-date, helping you track and optimize your business prospects.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

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 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
- Sales invoice idRequired
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write

- Name
- Percentage
- Country
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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
- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Learn more Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

LeadConnector + Moneybird

Create new LeadConnector opportunities from every new quote in Moneybird

New Contact

New Sales Invoice

Create Contact

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

Create Quote

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

Send Sales Invoice

Sales invoice idRequired

Delivery Method

Sending Scheduled

Deliver UBL

Mergeable

Email Address

Email Message

Invoice Date

Find Tax Rate

Name

Percentage

Country

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country