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Select a trigger from Moneybird

A trigger is an event that starts your Zap and runs the workflow. For example, with Moneybird, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from AI by Zapier

An action is what takes place after the automation is triggered. For example, with AI by Zapier, the action could be "Analyze and Return Data."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect Moneybird and AI by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Moneybird triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Moneybird triggers, actions, and search
    New Sales Invoice

    Triggers when a new sales invoice is created.

    Trigger
    Instant
    Try It
    • Company Name
    • Address1
    • Address2
    • Zipcode
    • City
    • Country
    • Email
    • Phone
    • Delivery Method
    • Customer Id
    • Tax Number
    • Firstname
    • Lastname
    • Chamber Of Commerce
    • Send Invoices To Attention
    • Send Invoices To Email
    • Send Quotes To Attention
    • Send Quotes To Email
    • Import Job
    • Sepa Active
    • Sepa Iban
    • Sepa Iban Account Name
    • Sepa Bic
    • Sepa Mandate Id
    • Sepa Mandate Date
    • Sepa Sequence Type
    • Email Ubl
    Action
    Write
    • Contact Id
      Required
    • Reference
      Required
    • Quote Date
    • Remove Quote Sequence Id
    • Language
    • Currency
    • Prices Are Incl Tax
    • Show Tax
    • First Due Interval
    • Pre Text
    • Post Text
    • Discount
    • Description
    • Period
    • Price
    • Amount
    • Tax Rate Id
    • Ledger Account Id
    • Row Order
    Action
    Write
  • Moneybird triggers, actions, and search
    New Quote

    Triggers when a new quote is created.

    Trigger
    Instant
    Try It
    • Document id
      Required
    • File url
      Required
    Action
    Write
    • Reference
      Required
    • Date
      Required
    • Contact Id
      Required
    Action
    Write
    • Contact Id
      Required
    • Reference
      Required
    • Invoice Sequence Id
    • Remove Invoice Sequence Id
    • Invoice Date
    • First Due Interval
    • Currency
    • Prices Are Incl Tax
    • Payment Conditions
    • Discount
    • Description
    • Period
    • Price
    • Amount
    • Tax Rate Id
    • Ledger Account Id
    • Row Order
    Action
    Write

Learn how to automate Moneybird on the Zapier blog

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About Moneybird
Moneybird provides cloud accounting for SME's in Holland.
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Related categories
  • Accounting
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About AI by Zapier
Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!
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