Beamer + Moneybird Integration

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Beamer + Moneybird Integration

Create Moneybird sales invoice for new Beamer post

If you are a business owner, you know the importance of invoicing. In order to get paid for the work that you do, you need to send an sales invoice to your client. And if you are using Moneybird, it is a good idea to create an sales invoice for every post created in Beamer. Here's why:

Creating an sales invoice for each post helps keep your finances organized and makes it easy to track payments. It also ensures that you have a record of all the work that you have done for your clients.

So if you are using Beamer and Moneybird, be sure to use this handy little integration.
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Beamer + Moneybird Integration
1.
  • Beamer
    Post is created in Beamer Instant
  • Beamer
    New NPS response is received in Beamer Instant
  • Beamer
    New comment is created in Beamer Instant
  • Beamer
    New reaction is received in Beamer Instant
  • Moneybird
    Contact is created in Moneybird Instant
  • Moneybird
    Quote is created in Moneybird Instant
  • Moneybird
    Sales invoice is created in Moneybird Instant
  • Moneybird
    Sales invoice sent by email in Moneybird Instant
2.
  • Beamer
    Create post in Beamer
  • Moneybird
    Create sales invoice in Moneybird
  • Moneybird
    Send sales invoice in Moneybird
  • Moneybird
    Create contact in Moneybird
  • Moneybird
    Search contact in Moneybird
  • Moneybird
    Create document in Moneybird
  • Moneybird
    Add attachment to document in Moneybird
  • Moneybird
    Create quote in Moneybird
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