Moneypenny Zapier integrationAutomate Moneypenny with Zapier.
The Moneypenny Zapier integration gives you 1 trigger, 0 actions and 0 searches. One door only, but a useful one: every message the Moneypenny team takes for you can leave their system and land in the tool where your people already work.
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What the Moneypenny Zapier integration actually does
With Moneypenny, a team assigned to you takes care of your calls, your live chat conversations and other channels on your behalf. The Zapier side is narrow: when Moneypenny takes a message on your behalf and sends it to you, Zapier can catch it and pass it on to another app. That is the whole integration, and it works on the free plan.
Three things people usually get out of it. First, a message posted in a team chat channel: Message Received starts the Zap, and the second step drops the text where the whole team sees it, instead of in one inbox. Second, a running log in a spreadsheet: each message becomes a new row, so you can sort and count what came in without scrolling through emails. Third, a follow-up task in your to-do tool: a message that needs a callback turns into a task with an owner.
What Zapier does not do here matters just as much. The integration has no action and no search on the Moneypenny side. A Zap cannot send anything back to Moneypenny, cannot change your recipients and cannot look up an old message. Data flows one way, out of Moneypenny. If your plan needs a round trip, this integration will not cover it.
There is no n8n or Make page for Moneypenny on this site. If you are weighing the three platforms in general, see our n8n vs Zapier guide, or open our Zapier review.
Zapier vocabulary in one minute
The words you will meet in the editor, in plain English. Each one is used as-is in the rest of the page.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event that starts the Zap. Here it is Message Received: once the Zap is on, Zapier waits for it.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you, in another app.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully; your plan counts those.
- Instant vs polling trigger
- An instant trigger is reported by the app itself the moment it happens. A polling trigger is checked by Zapier on a timer.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it there otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and it needs a paid plan.
- Connection
- Your Moneypenny account linked to Zapier once, then reused by every step and every Zap that uses the app.
What a Moneypenny Zap really costs
Moneypenny is not a premium app, so it works from the free plan. The trigger never costs a task. Only the action that follows does, and only when it succeeds.
- Message Received0 task, whatever the volume
- Each successful action1 task (a failed one is not counted)
- Free plan100 tasks a month, unlimited two-step Zaps
- Premium appNo
On the free plan you get 100 tasks a month and as many Zaps as you like, each limited to two steps: Message Received plus one action. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. A failed action is not billed, and checking for new data never is either. The interval grid below is Zapier's general one for polling triggers: it does not apply to this app, whose only trigger is instant.
Connect Moneypenny to Zapier in 3 steps
- 01
Open your Apps page
In your Zapier account, go to Apps and click + Add connection. Before you start, check what you need: an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Find Moneypenny and add it
Type Moneypenny in the search box of the dialog, pick it from the results, then click Add connection. A new browser tab opens on the Moneypenny sign-in screen.
- 03
Sign in and grant access
Sign in with your Moneypenny username and password, then grant Zapier access to the account. The connection is saved once and every later Zap that uses Moneypenny reuses it.
Your first Moneypenny Zap
GoalPost only the messages meant for one department into a team chat channel.
- 01
Build: pick the trigger
Create a Zap, choose Moneypenny as the app and Message Received as the event. Select your connection, then set Recipients to the department whose messages you want.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of the connected account, so you map the next steps on a real message rather than on a guess.
- 03
Add a filter (paid plan)
Click the plus icon and add Filter. Fill the three boxes: the field to look at, the rule, the value. A filter makes the Zap multi-step, so this step needs a paid plan.
- 04
Add the chat action
Add your team chat as the action, pick the channel, and map the message content from the trigger into the text field. Check at the test which fields the trigger really sends.
- 05
Test, then publish
Test the action once and read what came back. When it looks right, click Publish. The Zap is on, and the next message Moneypenny sends starts it.
The Moneypenny trigger
1 event starts a Zap when something happens in Moneypenny, and one of them is instant: the app calls Zapier straight away, whatever your plan.
Message Received
Instant triggerIn Zapier“Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform. You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).”
Starts your Zap each time Moneypenny takes a message for you and sends it on. The Zap then carries that message to another app of your choice, so nobody has to copy it by hand from an email.
When a Moneypenny Zap breaks
Zapier lists no help article and no rate limit specific to Moneypenny. What goes wrong comes from the account itself and from the general rules every Zap follows.
Four cases are worth knowing before you publish. For anything else, our Zapier troubleshooting page is the next stop.
No admin rights on Moneypenny
The trigger can only be activated by a Moneypenny admin. Without that role on the account you sign in with, the Zap cannot be switched on as planned.Old messages never show up
A Zap only reacts to what happens after it is switched on. Messages Moneypenny sent you before the Zap went live are not picked up; moving them is a separate job.A Zap that sets itself off
As a general precaution: a Zap that writes into the very place its own trigger watches can start itself again and again and burn through your tasks.A sudden wave held back
If a trigger suddenly returns a huge batch at once, Zapier's flood protection can hold it back instead of running the Zap on every item.
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A person reads every message.
