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Question

How to send quote using Moneybird via Zapier?

I

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.

Did this topic help you find an answer to your question?

3 replies

Troy Tessalone
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Hi @Inde 

You may have to explore using the Moneybird API: https://developer.moneybird.com/api/estimates/#patch_estimates_id_send_estimate

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
I
  • IndeBeginner
  • Author
  • Beginner
  • 1 reply
  • July 16, 2024

didn’t work 

it should come as a step here like the one send sales invoice it should send quote

 

Troy Tessalone
Forum|alt.badge.img+14

@Inde 

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.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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