Moon Invoice and Salesflare

Proposal & Invoice Management mooninvoice.com ↗

How to connect Moon Invoice

Via Zapier — 35 operations available. Set it up ↗
Via Make — 13 modules available. Set it up ↗

What you can automate

When new Filtered Invoice in Moon Invoice, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create New Estimate in Moon Invoice.
When new Task in Salesflare, add New Task in Moon Invoice.

About Moon Invoice

Moon Invoice is invoicing app providing invoice functionality to users.

Moon Invoice operations on Zapier

Triggers (15)

Start a workflow when this happens

Create Contact — Triggers when a new contact is created.
Create Credit Notes — Triggers when new credit notes create.
Create Estimate — Triggers when new estimate create.
Create Expense — Triggers when new expense create.
Create Invoice — Triggers when new invoice create.

Show 10 more triggers

Create Payment — Triggers when new payment create.
Create Product — Triggers when a new product is created.
Create Project — Triggers when a new project created.
Create Task — Triggers when a new task created.
Create TimeLog — Triggers when new timelog create.
New Filtered Invoice — Triggers when create a new invoice get by filtered.
Update Contact — Triggers when a contact is updated.
Update Invoice — Triggers when a invoice is updated.
Update Product — Triggers when a product is updated.
Update Task — Triggers when a task updated.

Actions (16)

Things Salesflare can make it do

Add New Contact — Add new contact to MI application.
Add New Payment — Add new payment to MI application.
Add New Product — Add new product to MI application.
Add New Task — Add new task to Mi Application.
Create New Credit Notes — Create new credit notes to Moon Invoice application.

Show 11 more actions

Create New Estimate — Create new estimate to MI application.
Create New Expense — Create new expense to MI application.
Create New Invoice — Create new invoice to MI application.
Create Project — Create a new project to MI Application.
Create TimeLog — Add new TimeLog to MI application.
Invoice Status Change — Invoice status change to Mi Application.
Update Contact — Update contact to MI Application.
Update Estimate — Update estimate to MI Application.
Update Invoice — Update invoice to MI Application.
Update Product — Update Product to MI Application.
Update Project — Update project to MI Application.

Searches (4)

Look up existing records

Search Contact — Search contact by email or company name.
Search Invoice — Search Invoice by number and company.
Search Product — Search product by name.
Search Project — Search project by name.

Moon Invoice operations on Make

Triggers (4)

Start a workflow when this happens

Watch Contacts — Triggers when a new contact is created or updated.
Watch Estimate — Triggers when a new estimate is created.
Watch Products — Triggers when a new product is created or updated.
Watch Services — Triggers when a new service is created or updated.

Actions (7)

Things Salesflare can make it do

Create a New Contact — Creates a new contact.
Create a New Estimate — Create a new estimate
Create a New Product — Creates a new product.
Create a New Service — Creates a new service.
Make an API Call — Performs an arbitrary authorized API call.

Show 2 more actions

Update a Product — Updates a product.
Update a Contact — Updates a contact.

Searches (2)

Look up existing records

Search Contact — Searches for contacts.
Search Product — Searches for products.

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