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monday.com + Moneybird

Create items in monday.com for new quotes in Moneybird

Effortlessly manage your quotes and tasks with this seamless Moneybird and monday.com integration. Whenever a new quote is created in Moneybird, a corresponding item will be added in monday.com, simplifying your financial and project management by keeping everything organized and accessible in one place. Stay on top of your business needs and streamline your operations with this powerful automation.

Effortlessly manage your quotes and tasks with this seamless Moneybird and monday.com integration. Whenever a new quote is created in Moneybird, a corresponding item will be added in monday.com, simplifying your financial and project management by keeping everything organized and accessible in one place. Stay on top of your business needs and streamline your operations with this powerful automation.

  1. When this happens...
    MoneybirdMoneybird
    New Quote

    Triggers when a new quote is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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  • Project Management

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moneybird logo
moneybird logo

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.
Learn moreHelp

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