Moneybird + Hipcall-integratie

Moneybird

Moneybird biedt ondernemers een online boekhoudtool om hun financiën te beheren. Functies zijn onder andere het maken van facturen, het opslaan van aankoopfacturen, het scannen van bonnen en het verzenden van offertes.

Wanneer dit gebeurt (Triggers)

Doe dit (Acties)

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.
Moneybird
New Contact Created
Triggers when a new contact is created.
Moneybird
New Sales Invoice Created
Triggers when a new sales invoice is created.
Moneybird
New Quote Created
Triggers when a new quote is created.
Moneybird
New Document Created
Triggers when a new document is created.
Moneybird
Contact Updated
Triggers when a contact is updated.
Moneybird
Contact Deleted
Triggers when a contact is deleted.
Moneybird
Document Updated
Triggers when a document is updated.
Moneybird
Document Deleted
Triggers when a document is deleted.
Moneybird
Quote Updated
Triggers when a quote is updated.
Moneybird
Quote Deleted
Triggers when a quote is deleted.
Moneybird
Sales Invoice Updated
Triggers when a sales invoice is updated.
Moneybird
Sales Invoice Deleted
Triggers when a sales invoice is deleted.
Moneybird
Update Contact
Updates an existing contact.
Moneybird
Delete Contact
Deletes an existing contact.
Moneybird
Search a Contact
Searches an existing contact by name.
Moneybird
Create Document
Creates a new document.
Moneybird
Update Document
Updates a specified document.
Moneybird
Create Quote
Creates a new quote.
Moneybird
Create Quote (with Line Item)
Creates a new quote with line items.
Moneybird
Update Quote (with Line Item)
Updates a specified quote with line items.
Moneybird
Create Sales Invoice
Creates a new sales invoice.
Moneybird
Create Sales Invoice (with Line Item)
Creates a new sales invoice with line items.
Moneybird
Update Sales Invoice (with Line Item)
Updates a specified sales invoice with line items.
Moneybird
Send Sales Invoice
Sends a sales invoice.
Moneybird
Create Purchase Invoice
Create a new purchase invoice with line items.
Moneybird
Update Purchase Invoice (with Line Item)
Update a specified purchase invoice.
Moneybird
Create Receipt (with Line Item)
Creates a new receipt with line items.
Moneybird
Update Receipt (with Line Item)
Update a specified receipt with line items.
Moneybird
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.