How to connect Plumsail Documents + Moneybird
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New ContactTriggers when a new contact is created.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Sales InvoiceTriggers when a new sales invoice is created.Trigger
- Add Attachment to New DocumentAdd an attachment to a new document (use in combination with Create Document).Action
- Create ContactCreate a new contactAction
- Create DocumentCreate a new documentAction
- Moneybird
Create a new quote
Scheduled
Action
- Moneybird
Create a new sales invoice
Scheduled
Action
- Moneybird
Send a sales invoice
Scheduled
Action
- Moneybird
Finds a contact.
Scheduled
Action
- Moneybird
Finds a tax rate.
Scheduled
Action
- Moneybird
Finds a contact.
Scheduled
Action
How Plumsail Documents + Moneybird Integrations Work
- Step 1: Authenticate Plumsail Documents and Moneybird.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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