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Integrate Agile CRM with Moneybird
Send information between Agile CRM and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your Moneybird automatically, When a new deal is created in Agile CRM
Effortlessly create accurate estimates in your online accounting tool every time, without any manual input. This flow will create an estimate in your Moneybird when a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in Moneybird.
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Generate an estimate within your Moneybird automatically, When a new deal is created in Agile CRM
Agile CRM + Moneybird
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Build your own integrations between Agile CRM and Moneybird
Connect Agile CRM and Moneybird with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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New quote
Triggers when a new quote is created
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New sales invoice
Triggers when a new sales invoice is created
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New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to an existing contact
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Create Deal
Creates a new deal
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Create Task
Creates a task for the selected contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Add note to deal
Adds a note to an existing deal
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Update Company
Updates the details of an existing Company based on company ID
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Update Task
Updates the details of an existing Task based on task ID
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Create estimate
Creates a new estimate
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Create sales invoice
Creates a new sales invoice
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Send sales invoice
Sends a sales invoice to the specified email
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Create document
Creates a new document
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Create contact
Creates a new contact
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Fetch product
Fetches a product by description
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Fetch contact
Fetches a contact by email
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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