Integrate ActiveDEMAND with Moneybird

Send information between ActiveDEMAND and Moneybird automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Moneybird each time a new contact is created in ActiveDEMAND

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Moneybird whenever a new contact is added in ActiveDEMAND.

How it works
  1. The flow triggers when a new contact is created in ActiveDEMAND.
  2. Zoho Flow creates a new contact in Moneybird.
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Create a new contact is in Moneybird each time a new contact is created in ActiveDEMAND

ActiveDEMAND + Moneybird

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Supported triggers and actions

Integrate ActiveDEMAND and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

History created

Triggers when a new history item is created

Contact created

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

New quote

Triggers when a new quote is created

New sales invoice

Triggers when a new sales invoice is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create form entry

Creates a new web form entry

Create history

Creates a new history item for the specified contact

Add contact to contact list

Adds a contact to the selected contact list

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact by email address

Remove contact from contact list

Removes a contact from the selected contact list

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 product

Fetches a product by description

Fetch contact

Fetches a contact by email

What is ActiveDEMAND?

ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages, and more.

What is Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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