Moneybird Help & Support
What Moneybird Triggers and Actions are Supported?
- 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.
- Find Contact - Finds a contact.
- Create Contact - Create a new contact
- Send Sales Invoice - Send a sales invoice
- Create Quote - Create a new quote
- Create Document - Create a new document
- Create Sales Invoice - Create a new sales invoice
- Add Attachment to New Document - Add an attachment to a new document (use in combination with Create Document).
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.
You’ll now be asked to log into your Moneybird account (unless you are already logged in).
Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.
If all steps were successful your Moneybird account will now be successfully connected.
Popular Things To Do With Moneybird
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!
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