Moneybird + Tally
Create new Moneybird contacts from new Tally submissions
Streamline your accounting tasks with this efficient workflow. When a new submission is made in the Tally app, it results in the creation of a new contact in the Moneybird app. This not only saves you the hassle of manual data entry, but also ensures that your contact list in Moneybird stays updated in real-time. Perfect for businesses aiming to maintain accuracy in their financial records.
Streamline your accounting tasks with this efficient workflow. When a new submission is made in the Tally app, it results in the creation of a new contact in the Moneybird app. This not only saves you the hassle of manual data entry, but also ensures that your contact list in Moneybird stays updated in real-time. Perfect for businesses aiming to maintain accuracy in their financial records.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Select a formRequired
Try ItNew Quote
Triggers when a new quote is created.
Try ItDocument idRequired
File urlRequired
ReferenceRequired
DateRequired
Contact IdRequired
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
