Moneybird + Redtail CRM
Create Moneybird sales invoices for new Redtail CRM activities
Effortlessly streamline your invoicing process with this Redtail CRM to Moneybird workflow. When a new activity is created in Redtail CRM, an invoice is generated and sent in Moneybird, ensuring timely and accurate billing for your customers. Save time and eliminate manual work, allowing you to focus on growing your business.
Effortlessly streamline your invoicing process with this Redtail CRM to Moneybird workflow. When a new activity is created in Redtail CRM, an invoice is generated and sent in Moneybird, ensuring timely and accurate billing for your customers. Save time and eliminate manual work, allowing you to focus on growing your business.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Sales Invoice
Send a sales invoice
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
