Plumsail Documents + Moneybird Integrations
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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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