Moneybird + Prospero
Create proposals in Prospero for each new quote in Moneybird
Easily streamline your workflow with this Moneybird to Prospero integration. When a new quote is created in Moneybird, this automation will swiftly establish a proposal within your Prospero account. You no longer need to manually transfer data between these platforms, saving you valuable time and reducing the risk of errors. This integration optimizes the process, improving efficiency so you can focus more on your business growth.
Easily streamline your workflow with this Moneybird to Prospero integration. When a new quote is created in Moneybird, this automation will swiftly establish a proposal within your Prospero account. You no longer need to manually transfer data between these platforms, saving you valuable time and reducing the risk of errors. This integration optimizes the process, improving efficiency so you can focus more on your business growth.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Proposal
Creates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
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