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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Create Contact" from Moon Invoice.

Add your action

An action happens after the trigger—such as "Budget to a Category" in YNAB.

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Zapier seamlessly connects Moon Invoice and YNAB, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Level up your Moon Invoice to YNAB integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Moon Invoice and YNAB to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Create Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Create Estimate
Triggers when new estimate create.
Trigger
Instant
Try It
Create Invoice
Triggers when new invoice create.
Trigger
Instant
Try It
Create Product
Triggers when a new product is created.
Trigger
Instant
Try It
Create Task
Triggers when a new task created.
Trigger
Instant
Try It
- Company
  Required
- Status
  Required
Trigger
Instant
Try It
Update Invoice
Triggers when a invoice is updated.
Trigger
Instant
Try It
Update Task
Triggers when a task updated.
Trigger
Instant
Try It
- Company
  Required
- Company Name
  Required
- Credit Note Number
- Currency
- Date
- Sub Title
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Total Amount
- Item Note
- Tax
- Item Type
- Task name
- Quantity
- Rate
- Discount
- Amount
- Task Notes
- Tax
- Tax Type
- Terms & Conditions
- Notes
- Sub Total
- Total
Action
Write
- Company
  Required
- Expense No.
- Service Type
- Vendor
  Required
- Currency
- Date
- Expense Amount
- Discount
- Is Recurring
- Recurring Interval
- Recurring Up to
- Description
- Total Amount
Action
Write
- Company
  Required
- Service Type
- Invoice Uniqueidentifier
  Required
- Amount
  Required
- Date
- Type
- Note
Action
Write
- Company
  Required
- Service Type
- Task name
- Default Project / Customer Rate
- Unit Type
- Quantity
- Notes
Action
Write
- Company
  Required
- Service Type
- Date
- TimeLog
- Notes
Action
Write
- Company
  Required
- Uniqueidentifier
  Required
- Company Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Home Phone
- Business Phone
- Reg No.
- Fax
- Tax ID
- Billing Street 1
- Billing Street 2
- Billing Zip
- Billing City
- Billing State
- Billing Country
- Shipping Street 1
- Shipping Street 2
- Shipping Zip
- Shipping City
- State
- Shipping Country
- Currency
- Hourly Rate
- Notes
- Payment Reminder
- Contact Type
- Service Type
Action
Write
- Company
  Required
- Service Type
- Customer Company Name
  Required
- Credit Note Number
- Currency
- Date
- Due Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Quantity
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
- If Invoice is not available then create new one?
Action
Write
- Uniqueidentifier
  Required
- Company
  Required
- Service Type
- Project Name
  Required
- Customer Company Name
  Required
- Payment Reminder
Action
Write
- Company
  Required
- Credit Note Number
Action
Search
- Company
  Required
- Project Name
  Required
Action
Search
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
Try It
- Amount
  Required
Trigger
Polling
Try It
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
Try It
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
Try It
Goal Completed
Triggers when a goal is completed.
Trigger
Polling
Try It
New Category
Triggers when a new category is created.
Trigger
Polling
Try It
New Transaction
Triggers when a new transaction is created.
Trigger
Polling
Try It
- Category
  Required
Trigger
Polling
Try It
- Account
  Required
- Amount
  Required
- Date
- Payee Type
- Category
  Required
- Memo
- Cleared
- Approved?
  Required
- Flag Color
- Import_id
Action
Write

- Company
  Required
Trigger
Instant
Try It
Create Expense
Triggers when new expense create.
Trigger
Instant
Try It
Create Payment
Triggers when new payment create.
Trigger
Instant
Try It
Create Project
Triggers when a new project created.
Trigger
Instant
Try It
Create TimeLog
Triggers when new timelog create.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Update Product
Triggers when a product is updated.
Trigger
Instant
Try It
- Company
  Required
- Company Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Home Phone
- Business Phone
- Reg No.
- Fax
- Tax ID
- Billing Street 1
- Billing Street 2
- Billing Zip
- Billing City
- Billing State
- Billing Country
- Shipping Street 1
- Shipping Street 2
- Shipping Zip
- Shipping City
- State
- Shipping Country
- Currency
- Hourly Rate
- Notes
- Payment Reminder
- Contact Type
- Service Type
Action
Write
- Company
  Required
- Service Type
- Customer Company Name
  Required
- Credit Note Number
- Currency
- Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Quantity
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
Action
Write
- Company
  Required
- Service Type
- Customer Company Name
  Required
- Credit Note Number
- Currency
- Date
- Due Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Quantity
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
Action
Write
- Company
  Required
- Service Type
- Items Name
- Product Logo
- SKU
- HSN
- Tax Type
- Quantity
- Buy Price
- Item Rate
- Payment Reminder
- Inventory
- Item Note
Action
Write
- Company
  Required
- Service Type
- Project Name
  Required
- Customer Company Name
  Required
- Payment Reminder
Action
Write
- Company
  Required
- Service Type
- Status
Action
Write
- Company
  Required
- Service Type
- Customer Company Name
  Required
- Credit Note Number
- Currency
- Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Quantity
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
- If estimate is not available then create new one?
Action
Write
- Company
  Required
- Service Type
- Uniqueidentifier
  Required
- Items Name
- Product Logo
- SKU
- HSN
- Tax Type
- Quantity
- Buy Price
- Item Rate
- Payment Reminder
- Inventory
- Item Note
Action
Write
- Company
  Required
- Email
- Company Name
  Required
Action
Search
- Company
  Required
- Items Name
Action
Search
- Amount
  Required
Trigger
Polling
Try It
- Age of Money Days
  Required
Trigger
Polling
Try It
Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
Try It
New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
Try It
New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
Try It
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Payee
Triggers when a new payee is created.
Trigger
Polling
Try It
- Account
  Required
Trigger
Polling
Try It
- Category
  Required
- Amount
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Moon Invoice

Moon Invoice is invoicing app providing invoice functionality to users.

Related categories

Proposal & Invoice Management

About YNAB

YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.

Learn moreLearn moreHelpHelp

Related categories

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