Moneybird

Moneybird Help & Support

What Moneybird Triggers and Actions are Supported?

Supported Triggers#

  • New Contact - Triggers when a new contact is created.
  • New Quote - Triggers when a new quote is created.
  • New Sales Invoice - Triggers when a new sales invoice is created.

Supported Searches#

  • Find Contact - Finds a contact.

Supported Actions#

  • Add Attachment to New Document - Add an attachment to a new document (use in combination with Create Document).
  • Create Quote - Create a new quote
  • Create Document - Create a new document
  • Create Sales Invoice - Create a new sales invoice
  • Send Sales Invoice - Send a sales invoice
  • Create Contact - Create a new contact

How to Get Started with Moneybird on Zapier

To get started with Moneybird on Zapier, first you will need to click to connect your Moneybird account to use with your Zap.

Click to connect Moneybird

You’ll now be asked to log into your Moneybird account (unless you are already logged in).

Login to Moneybird

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.

Authorize Moneybird on Zapier

If all steps were successful your Moneybird account will now be successfully connected.

Moneybird connection successfull

Common Problems with Moneybird on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Moneybird provides cloud accounting for SME's in Holland.

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Getting Started with Zapier

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