Moloni and Salesflare
How to connect Moloni
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Client in Moloni, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Client in Moloni, find or create account, then find or create contact, then add contact to account in Salesflare.
About Moloni
Moloni is an online invoicing software, that allows each entrepreneur to effectively control business, automate billing, deliver documents quickly and intuitively.
Moloni operations on Zapier
Triggers (7)
Start a workflow when this happens
- Document Maturity Date — Triggers when a document reaches it's payment maturity date
- Minimum Stock — Triggers when a product reaches minimum stock
- New Client — Triggers when a new client is created in Moloni
- New Document — Get all documents since a given date.
- New Product — Triggers when a new product is inserted in Moloni
Show 2 more triggers
- Updated Client — Triggers when a client is updated in Moloni
- Updated Product — Triggers when a product is updated in Moloni
Actions (5)
Things Salesflare can make it do
- Create Customer — Creates a new client in Moloni
- Create Product — Creates a new item in Moloni
- Find or Create Client — Finds a customer in Moloni through a client_id
- Send Document via Email — Send a document via email
- Update Customer — Updates a customer in Moloni
Searches (1)
Look up existing records
- Find Customer — Finds a customer in Moloni through a client_id
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