Moneybird + Hipcall Integration
Moneybird offers entrepreneurs an online accounting tool for managing their finances. Features include creating invoices, storing purchase invoices, scanning receipts and sending quotes.
When this happens (Triggers)
Do this (Actions)
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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