Moneybird + Streamtime

Create new jobs in Streamtime from new quotes in Moneybird

Effortlessly manage your workflow in real time with this automation between Moneybird and Streamtime. Each time a new quote is created in Moneybird, a corresponding job is created in Streamtime. This efficient process not only saves you time but also helps you maintain an accurate record across both platforms, reducing the chance for errors.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerInstant
automatically do this!
Create Job
Creates a new Job in the system.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Instant
Try It
- Company 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
Action
Write
- 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
Action
Write
- Sales invoice idRequired
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write

- Name
- Percentage
- Country
Action
Search
Company Updated
Triggers when a Company is modified.
Trigger
Instant
Try It

Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
Try It
Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
Try It
Job Created
Triggers when a Job is created.
Trigger
Instant
Try It
- Activity Type
- User
- Company
- Job Name
Trigger
Instant
Try It
- Label Type
- Label Name
Trigger
Instant
Try It
Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
Try It
- NameRequired
- Phone 1
- Phone 2
- Tax Number
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job NameRequired
- Job Number
- Company NameRequired
- Budget
Action
Write
- Job IDRequired
- Expense NameRequired
- Description
- Reference
- Company
- Date
- Pricing MethodRequired
- StatusRequired
- Currency Code
- QuantityRequired
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- NotesRequired
- Date
- Duration (minutes)
- StatusRequired
Action
Write
- Label TypeRequired
- IDRequired
- NameRequired
Action
Write
- Priority Board IDRequired
- ColumnRequired
- Card TypeRequired
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
Action
Search

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Document idRequired
- File urlRequired
Action
Write
- ReferenceRequired
- DateRequired
- Contact IdRequired
Action
Write
- 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
Action
Write
- Query
Action
Search
- Query
- Company 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
Action
Search or write
Company Created
Triggers when a Company is created
Trigger
Instant
Try It
Contact Created
Triggers when a Contact is created
Trigger
Instant
Try It
- User
Trigger
Instant
Try It
Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
Try It
- Mentioned User
Trigger
Instant
Try It
- Label Type
- Label Name
Trigger
Instant
Try It
Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
Try It
- CompanyRequired
- First NameRequired
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job IDRequired
- Post TitleRequired
- MessageRequired
Action
Write
- Board NameRequired
Action
Write
- Job IDRequired
- MessageRequired
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- StatusRequired
- Job IDRequired
- Item Name
Action
Write
- Job IDRequired
- Company NameRequired
- New Job NameRequired
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?Required
Action
Write
- Priority Board NameRequired
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
Action
Search

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Learn more

Related categories

Accounting

About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn more

Related categories

Project Management

Similar apps

Moneybird + Streamtime

Create new jobs in Streamtime from new quotes in Moneybird

New Contact

New Sales Invoice

Create Contact

Create Quote

Send Sales Invoice

Find Tax Rate

Company Updated

Contact Updated

Invoice Sent

Job Created

Job Activity

Label Added

Quote Approved

Create Company

Create Job

Create Expense

Create Personal ToDo

Add Label

Create Priority Board Card

Find Branch

Find Company

Find Invoice

Find Expense

Find User

New Quote

Add Attachment to New Document

Create Document

Create Sales Invoice

Find Contact

Find or Create contact

Company Created

Contact Created

Job Completed

Job Deleted

Job Comment Created

Label Removed

Quote Sent

Create Contact

Create Job Post

Create Priority Board

Create Job Comment

Create Work ToDo

Duplicate Job

Find Priority Board

Find Contact

Find Job

Find Quote

About Moneybird

Related categories

About Streamtime

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