Moneybird and Salesflare

Accounting moneybird.nl ↗

How to connect Moneybird

Via Zapier — 12 operations available. Set it up ↗
Via Make — 32 modules available. Set it up ↗

What you can automate

When new Contact in Moneybird, find or create contact in Salesflare.
When new Quote in Moneybird, create opportunity in Salesflare.
When new Sales Invoice in Moneybird, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create Quote in Moneybird.

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Moneybird operations on Zapier

Triggers (3)

Start a workflow when this happens

New Contact — Triggers when a new contact is created.
New Quote — Triggers when a new quote is created.
New Sales Invoice — Triggers when a new sales invoice is created.

Actions (7)

Things Salesflare can make it do

Add Attachment to New Document — Add an attachment to a new document (use in combination with Create Document).
Create Contact — Create a new contact
Create Document — Create a new document
Create Quote — Create a new quote
Create Sales Invoice — Create a new sales invoice

Show 2 more actions

Find or Create contact — Finds a contact.
Send Sales Invoice — Send a sales invoice

Searches (2)

Look up existing records

Find Contact — Finds a contact.
Find Tax Rate — Finds a tax rate.

Moneybird operations on Make

Triggers (4)

Start a workflow when this happens

Watch Contacts — Triggers when a contact is added, updated, or deleted.
Watch Documents — Triggers when a document is added, updated, or deleted.
Watch Quotes — Triggers when a quote is added, updated, or deleted.
Watch Sales Invoices — Triggers when a sales invoice is added, updated, or deleted.

Actions (21)

Things Salesflare can make it do

Add an Invoice Attachment — Adds an attachment to a specified invoice.
Cancel a Subscription — Cancels the subscription. Stops the recurring sales invoice for the contact. Optionally you can provide an end date to stop the subscription on a future date.
Create a Contact — Creates a new contact.
Create a General Document — Creates a new general document.
Create a Purchase Invoice — Creates a new purchase invoice.

Show 16 more actions

Create a Purchase Invoice Payment — Registers a payment for the given purchase invoice.
Create a Quote — Creates a new quote.
Create a Receipt — Creates a new receipt.
Create a Sales Invoice — Creates a new sales invoice.
Create a Sales Invoice Payment — Registers a payment for the given sales invoice.
Create a Subscription — Starts a new subscription for a given contact. A recurring sales invoice is automatically created to bill the contact for the given frequency. The first invoice will be sent on the start date, but no sooner than tomorrow.
Create an Additional Charge for a Subscription — At the end of the current subscription period, the additional charges are merged where possible and an invoice will be created for them. The invoice will be scheduled for sending together with the subscription invoice, so that they are merged on sending.
Create an Additional Invoice for a Subscription — Creates a new sales invoice and schedules it for sending on the same date as the next subscription invoice. During sending, Moneybird will merge both the scheduled invoice and the subscription invoice. This means the contact will receive one sales invoice with multiple invoice details, both from the subscription and from the one-off sales invoice.
Make an API Call — Performs an arbitrary authorized API call.
Update a Contact — Updates a contact by its ID.
Update a General Document — Updates a general document by its ID.
Update a Purchase Invoice — Updates a purchase invoice by its ID.
Update a Quote — Updates a quote by its ID.
Update a Receipt — Updates a receipt by its ID.
Update a Sales Invoice — Updates a sales invoice by its ID.
Update a Subscription — Updates the product the contact is subscribed to. This will automatically calculate the differences between the product prices and create a one off sales invoice to bill the extra charge for the remaining billing period. Optionally you can provide a start date for the product change to become active.