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Moneybird, girişimciler için finanslarını yönetmek için bir çevrimiçi muhasebe aracı sunmaktadır. Özellikler arasında faturalar oluşturma, satın alma faturalarını depolama, kuponlar tarama ve teklifler gönderme bulunmaktadır.
Bu olduğunda (Tetikleyiciler)
Bunu yap (Aksiyonlar)
Create task Creates a new task.
Update task Updates an existing task.
Create contact Creates a new contact.
Update contact Updates an existing contact.
Create company Creates a new company.
Update company Updates an existing company.
Create deal Creates a new deal.
Update deal Updates an existing deal.
Call init When a call start.
Call hangup When the call hangup.
Create callback When the caller create a new callback request.
New Contact Created Triggers when a new contact is created.
New Sales Invoice Created Triggers when a new sales invoice is created.
New Quote Created Triggers when a new quote is created.
New Document Created Triggers when a new document is created.
Contact Updated Triggers when a contact is updated.
Contact Deleted Triggers when a contact is deleted.
Document Updated Triggers when a document is updated.
Document Deleted Triggers when a document is deleted.
Quote Updated Triggers when a quote is updated.
Quote Deleted Triggers when a quote is deleted.
Sales Invoice Updated Triggers when a sales invoice is updated.
Sales Invoice Deleted Triggers when a sales invoice is deleted.
Update Contact Updates an existing contact.
Delete Contact Deletes an existing contact.
Search a Contact Searches an existing contact by name.
Create Document Creates a new document.
Update Document Updates a specified document.
Create Quote Creates a new quote.
Create Quote (with Line Item) Creates a new quote with line items.
Update Quote (with Line Item) Updates a specified quote with line items.
Create Sales Invoice Creates a new sales invoice.
Create Sales Invoice (with Line Item) Creates a new sales invoice with line items.
Update Sales Invoice (with Line Item) Updates a specified sales invoice with line items.
Send Sales Invoice Sends a sales invoice.
Create Purchase Invoice Create a new purchase invoice with line items.
Update Purchase Invoice (with Line Item) Update a specified purchase invoice.
Create Receipt (with Line Item) Creates a new receipt with line items.
Update Receipt (with Line Item) Update a specified receipt with line items.
Create Sales Invoice Payment Creates a payment for sales invoice.
Create task (Coming soon) Creates a new task.
Create contact (Coming soon) Creates a new contact.
Create company (Coming soon) Creates a new company.