Moneybird + Integración Hipcall
Moneybird ofrece a los emprendedores una herramienta de contabilidad en línea para administrar sus finanzas. Las características incluyen la creación de facturas, el almacenamiento de facturas de compra, el escaneo de recibos y el envío de cotizaciones.
Cuando esto sucede (Triggers)
Hacer esto (Acciones)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Contact Created
Triggers when a new contact is created.
Triggers when a new contact is created.
New Sales Invoice Created
Triggers when a new sales invoice is created.
Triggers when a new sales invoice is created.
New Quote Created
Triggers when a new quote is created.
Triggers when a new quote is created.
New Document Created
Triggers when a new document is created.
Triggers when a new document is created.
Contact Updated
Triggers when a contact is updated.
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Triggers when a contact is deleted.
Document Updated
Triggers when a document is updated.
Triggers when a document is updated.
Document Deleted
Triggers when a document is deleted.
Triggers when a document is deleted.
Quote Updated
Triggers when a quote is updated.
Triggers when a quote is updated.
Quote Deleted
Triggers when a quote is deleted.
Triggers when a quote is deleted.
Sales Invoice Updated
Triggers when a sales invoice is updated.
Triggers when a sales invoice is updated.
Sales Invoice Deleted
Triggers when a sales invoice is deleted.
Triggers when a sales invoice is deleted.
Update Contact
Updates an existing contact.
Updates an existing contact.
Delete Contact
Deletes an existing contact.
Deletes an existing contact.
Search a Contact
Searches an existing contact by name.
Searches an existing contact by name.
Create Document
Creates a new document.
Creates a new document.
Update Document
Updates a specified document.
Updates a specified document.
Create Quote
Creates a new quote.
Creates a new quote.
Create Quote (with Line Item)
Creates a new quote with line items.
Creates a new quote with line items.
Update Quote (with Line Item)
Updates a specified quote with line items.
Updates a specified quote with line items.
Create Sales Invoice
Creates a new sales invoice.
Creates a new sales invoice.
Create Sales Invoice (with Line Item)
Creates a new sales invoice with line items.
Creates a new sales invoice with line items.
Update Sales Invoice (with Line Item)
Updates a specified sales invoice with line items.
Updates a specified sales invoice with line items.
Send Sales Invoice
Sends a sales invoice.
Sends a sales invoice.
Create Purchase Invoice
Create a new purchase invoice with line items.
Create a new purchase invoice with line items.
Update Purchase Invoice (with Line Item)
Update a specified purchase invoice.
Update a specified purchase invoice.
Create Receipt (with Line Item)
Creates a new receipt with line items.
Creates a new receipt with line items.
Update Receipt (with Line Item)
Update a specified receipt with line items.
Update a specified receipt with line items.
Create Sales Invoice Payment
Creates a payment for sales invoice.
Creates a payment for sales invoice.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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