Moneybird Integrations

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Moneybird Integration Details

Launched on Zapier November 1, 2017

Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Moneybird Triggers, Searches, and Actions are supported by Zapier:

Create Contact

Create a new contact

Create Quote

Create a new quote

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).

Create Document

Create a new document

Send Sales Invoice

Send a sales invoice

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.

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