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Moneybird + Prospero

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.

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.

  1. When this happens...
    MoneybirdMoneybird
    New Quote

    Triggers when a new quote is created.

    TriggerInstant
  2. automatically do this!
    ProsperoProspero
    Create Proposal

    Creates a new proposal.

    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
moneybird logo
moneybird logo

About Moneybird

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

Related categories

  • Accounting
prospero logo
prospero logo

About Prospero

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

Related categories