I managed to create quote and sales invoice in moneybird and i can send the invoice too, but i cannot find the action to send the Quote.
How to send quote using Moneybird via Zapier?
Userlevel 7
+14
- Certified Zapier Expert
- 27637 replies
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15 July 2024
Hi
You may have to explore using the Moneybird API: https://developer.moneybird.com/api/estimates/#patch_estimates_id_send_estimate
- Beginner
- 1 reply
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16 July 2024
didn’t work
it should come as a step here like the one send sales invoice it should send quote
Userlevel 7
+14
- Certified Zapier Expert
- 27637 replies
-
16 July 2024
For us to have more context, we would need screenshots with how each Zap step is configured in EDIT mode so we can see the app/event selected along with the field types/descriptions.
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