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Create integrations between Moneybird and MyDocSafe
Create a Folder in Mydocsafe when New Invoice in Moneybird
Create a Portal in Mydocsafe when New Invoice in Moneybird
Create a Portal Group in Mydocsafe when New Invoice in Moneybird
Create a Folder in Mydocsafe when New Contact in Moneybird
Create a Portal in Mydocsafe when New Contact in Moneybird
Create a Portal Group in Mydocsafe when New Contact in Moneybird
Create a Folder in Mydocsafe when New Quote in Moneybird
Create a Portal in Mydocsafe when New Quote in Moneybird
Create a Portal Group in Mydocsafe when New Quote in Moneybird
Create Contact in Moneybird when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
New Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
New Quote
Trigger when a new quote is created.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Do thisActions
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
Create Sales Invoice
Create a new sales invoice
Send an Invoice
Send a invoice.
Create Quote
Create a new Quote.
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Frequently Asked Questions
About Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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