Moneybird + Uplisting Integration

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Uplisting + Moneybird Integration

Create Moneybird sales invoice for new Uplisting event

If you're a professional who works on one-to-one basis and uses Uplisting to manage your events, you may want to create an sales invoice in Moneybird when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Moneybird.

This can save you time when creating sales invoice and tracking payments for your events.
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Moneybird + Uplisting 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
  • Uplisting
    Booking is created in Uplisting Instant
  • Uplisting
    Booking is updated in Uplisting Instant
  • Uplisting
    Booking is removed in Uplisting Instant
  • Uplisting
    Property is created in Uplisting Instant
  • Uplisting
    Property is updated in Uplisting Instant
  • Uplisting
    Property is removed in Uplisting Instant
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
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