Integrate Agendor with Moneybird
Send information between Agendor and Moneybird automatically, without writing any code, using Zoho Flow.
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Create an estimate in your Moneybird when a new deal is created in Agendor
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Agendor.
How it works
- The flow triggers when a new deal is created in Agendor.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in your Moneybird when a new deal is created in Agendor
Agendor + Moneybird
Create an invoice in Moneybird for recently won deals in Agendor
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Moneybird each time a deal is won in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for recently won deals in Agendor
Agendor + Moneybird
Build your own integrations between Agendor and Moneybird
Connect Agendor and Moneybird with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agendor and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person updated
Triggers when the details of a person is updated
Deal updated
Triggers when a the details of a deal is updated
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Company updated
Triggers when the details of a company is 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 company
Creates a new company
Create company deal
Creates a new company deal
Create person deal
Creates a person deal
Create person
Creates a person .
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
Fetch company
Fetches the details of an existing company
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 Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
