How to Get Started with Moneypenny on Zapier

About Moneypenny's Integration

What kind of authentication does Moneypenny use?

Moneypenny uses OAuth.

Do I need a paid Moneypenny account to use Moneypenny with Zapier?

You don't need a specific Moneypenny plan to use Moneypenny with Zapier.

Do I need special account permissions in Moneypenny to use Moneypenny with Zapier?

There aren't any specific Moneypenny account permissions to connect Moneypenny to Zapier. But, to set up Zaps for call types other than your own, you must have admin permissions in your Moneypenny account.

Are there any API token limits in Moneypenny when I use Moneypenny with Zapier?

No, there are no token limits when using Moneypenny with Zapier.

Are there any webhook subscription limits in Moneypenny when I use Moneypenny with Zapier?

Moneypenny doesn't have any webhook subscription limits when you use Moneypenny with Zapier.

Are custom fields in Moneypenny supported when I use Moneypenny with Zapier?

No, Moneypenny does not support custom fields.

Does Moneypenny use real trigger samples from my Moneypenny account?

No, Moneypenny does not provide real trigger samples from your Moneypenny account. Only generic samples are provided.

What kind of Moneypenny hosted account can I use with Zapier?

Moneypenny's Zapier integration supports cloud-hosted accounts only.

Connecting with Moneypenny

When you create a Moneypenny Zap, you'll be asked to log in to your Moneypenny account (unless you are already logged in).

Login to Moneypenny

If all steps were successful, your Moneypenny account will be connected.

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