Microsoft Dynamics 365 CRM + Moneybird
Create sales invoices in Moneybird for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your invoicing process by connecting Microsoft Dynamics 365 CRM to Moneybird. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, a sales invoice will be generated in Moneybird. This helps you streamline your sales and billing operations, saving you time and ensuring a more accurate invoicing process.
Effortlessly manage your invoicing process by connecting Microsoft Dynamics 365 CRM to Moneybird. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, a sales invoice will be generated in Moneybird. This helps you streamline your sales and billing operations, saving you time and ensuring a more accurate invoicing process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Sales Invoice
Triggers when a new sales invoice is created.
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