Integrate Dwolla with Moneybird
Send information between Dwolla and Moneybird automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dwolla and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
Document created
Triggers when a new document is created for a user
Customer created
Triggers when a new customer is created
Funding source created
Triggers when a new funding source is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
New contact
Triggers when a new contact is created
New quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
All Actions - Actions are the automated tasks
Create funding source
Adds a bank or credit union account to a customer
Create customer
Creates a new customer
Create estimate
Creates a new estimate
Create sales invoice
Creates a new sales invoice
Send sales invoice
Sends a sales invoice to the specified email
Create document
Creates a new document
Create contact
Creates a new contact
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
What is Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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