Copper + Moneybird
Create or update Copper companies from new Moneybird contacts
When a new contact is added in Moneybird, this workflow seamlessly updates or creates a company in Copper. It effortlessly bridges the gap between your financial management and Customer Relationship Management (CRM) tool, ensuring accurate company information across platforms. With this real-time update, you can stay on top of your customer management without the need for manual data entry or double-checking details.
When a new contact is added in Moneybird, this workflow seamlessly updates or creates a company in Copper. It effortlessly bridges the gap between your financial management and Customer Relationship Management (CRM) tool, ensuring accurate company information across platforms. With this real-time update, you can stay on top of your customer management without the need for manual data entry or double-checking details.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Company
Creates or Updates a Company depending on the match criteria.
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New Contact
Triggers when a new contact is created.
Try ItNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItCompany 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
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
New Quote
Triggers when a new quote is created.
Try ItDocument idRequired
File urlRequired
ReferenceRequired
DateRequired
Contact IdRequired
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
