Moneybird + Prospero

Moneybird + Prospero integrations

Create proposals in Prospero for each new quote in Moneybird

Easily streamline your workflow with this Moneybird to Prospero integration. When a new quote is created in Moneybird, this automation will swiftly establish a proposal within your Prospero account. You no longer need to manually transfer data between these platforms, saving you valuable time and reducing the risk of errors. This integration optimizes the process, improving efficiency so you can focus more on your business growth.

When this happens...
New QuoteTriggers when a new quote is created.
TriggerInstant
automatically do this!
Create ProposalCreates a new proposal.
ActionWrite

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More things you can do with Moneybird and Prospero

Discover other triggers and actions you can use with Moneybird and Prospero

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
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 Id
  Required
- 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
- Sales invoice id
  Required
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write

- Name
- Percentage
- Country
Action
Search
Draft Proposal
Triggers when a new proposal is created.
Trigger
Instant
Try It

Open Proposal
Triggers when a new proposal is opened.
Trigger
Instant
Try It
- Proposals
Trigger
Instant
Try It

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Document id
  Required
- File url
  Required
Action
Write
- Reference
  Required
- Date
  Required
- Contact Id
  Required
Action
Write
- Contact Id
  Required
- 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
- Query
Action
Search
- Query
- 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
Search or write
- Proposals
Trigger
Instant
Try It
- Proposals
Trigger
Instant
Try It
- Proposal Type
  Required
- Proposal Name
  Required
- Client Name
  Required
- Client Email
- Templates
Action
Write

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

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Related categories

Accounting

About Prospero

Create proposals with ease. Impress your clients and win more projects.

HelpHelp

Related categories

Proposal & Invoice Management