Salesflare Salesflare Integrations

Moloni ON and Salesflare

Proposal & Invoice Management molonion.pt ↗

How to connect Moloni ON

What you can automate

  • When new Customer in Moloni ON, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Supplier in Moloni ON, find or create account in Salesflare.
  • When updated Customer in Moloni ON, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Account in Salesflare, create Supplier in Moloni ON.

About Moloni ON

Moloni ON is a cloud invoicing and accounting software for businesses. Connect your customers, products, stock and documents to your other apps.

Moloni ON operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Document PDF Generated — Triggers when a document's PDF finishes generating in Moloni ON.
  • New Customer — Triggers when a new customer is created in Moloni ON.
  • New Document — Triggers when a new document (invoice, credit note, ...) is created in Moloni ON.
  • New Product — Triggers when a new product is created in Moloni ON.
  • New Supplier — Triggers when a new supplier is created in Moloni ON.
Show 4 more triggers
  • Stock Below Minimum — Triggers when a product's stock drops to or below its minimum stock in Moloni ON.
  • Stock Changed — Triggers when a product's stock changes in Moloni ON.
  • Updated Customer — Triggers when a customer is updated in Moloni ON.
  • Updated Product — Triggers when a product is updated in Moloni ON.

Actions (20)

Things Salesflare can make it do

  • Create Customer — Creates a new customer in Moloni ON.
  • Create Draft Credit Note — Creates a DRAFT credit note in Moloni ON against an existing invoice — in full, or for some of its lines. Never issued automatically — review and close it in Moloni.
  • Create Draft Delivery Note — Creates a DRAFT delivery note (guia de remessa) in Moloni ON. Never issued automatically — review and close it in Moloni.
  • Create Draft Estimate — Creates a DRAFT estimate (orçamento) in Moloni ON. Never issued automatically — review and close it in Moloni.
  • Create Draft Invoice — Creates a DRAFT invoice in Moloni ON. The invoice is never issued automatically — review and close it in Moloni to finalize its fiscal number.
Show 15 more actions
  • Create Draft Invoice-Receipt — Creates a DRAFT invoice-receipt (fatura-recibo) in Moloni ON, including how it was paid. Never issued automatically — review and close it in Moloni.
  • Create Draft Pro Forma Invoice — Creates a DRAFT pro forma invoice (fatura proforma) in Moloni ON. Never issued automatically — review and close it in Moloni.
  • Create Draft Purchase Order — Creates a DRAFT purchase order (nota de encomenda) in Moloni ON. Never issued automatically — review and close it in Moloni.
  • Create Draft Receipt — Creates a DRAFT receipt (recibo) in Moloni ON that settles one or more invoices. Never issued automatically — review and close it in Moloni.
  • Create Draft Simplified Invoice — Creates a DRAFT simplified invoice (fatura simplificada) in Moloni ON, including how it was paid. Never issued automatically — review and close it in Moloni.
  • Create Draft Transport Note — Creates a DRAFT transport note (guia de transporte) in Moloni ON. Never issued automatically — review and close it in Moloni.
  • Create Product — Creates a new product or service in Moloni ON.
  • Create Supplier — Creates a new supplier in Moloni ON.
  • Find or Create Customer — Finds a customer in Moloni ON, or creates one if none matches.
  • Find or Create Product — Finds a product in Moloni ON, or creates one if none matches.
  • Find or Create Supplier — Finds a supplier in Moloni ON, or creates one if none matches.
  • Get Document PDF — Gets the PDF of a Moloni ON document as a file, to attach or store in another app.
  • Send Document by Email — Emails a document (invoice, receipt, estimate, credit note, delivery note, ...) with its PDF from Moloni ON to a recipient.
  • Update Customer — Updates an existing customer in Moloni ON. Only the fields you fill are changed.
  • Update Product — Updates an existing product in Moloni ON. Only the fields you fill are changed.

Searches (4)

Look up existing records

  • Find Customer — Finds a customer in Moloni ON by VAT, email, number or name.
  • Find Document — Finds a document in Moloni ON by number, customer name, VAT or any field.
  • Find Product — Finds a product in Moloni ON by reference, name or any field.
  • Find Supplier — Finds a supplier in Moloni ON by VAT, name, number or any field.

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