Moneybird + Relatel Integration

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Moneybird + Relatel Integration
1.
  • 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
  • Relatel
    Call is created in Relatel
2.
  • 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
  • Relatel
    Update do not disturb in Relatel
  • Relatel
    Add employee in to group in Relatel
  • Relatel
    Change outgoing number for calls in Relatel
  • Relatel
    Remove employee from group in Relatel
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