Create invoices in Moneybird for new contacts in Mojo
Effortlessly manage your sales invoices by connecting Mojo and Moneybird. With this seamless automation, each time you add a new contact in Mojo, a sales invoice will be generated in Moneybird, ensuring accuracy and saving you valuable time. Focus on what matters most, knowing your invoicing needs are taken care of.
Effortlessly manage your sales invoices by connecting Mojo and Moneybird. With this seamless automation, each time you add a new contact in Mojo, a sales invoice will be generated in Moneybird, ensuring accuracy and saving you valuable time. Focus on what matters most, knowing your invoicing needs are taken care of.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Send Sales Invoice
Send a sales invoice
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GroupRequired
Try ItGroupRequired
Try ItContact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
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New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It