Integrate ConvergeHub with Moneybird
Send information between ConvergeHub and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Moneybird each time a new contact is created in ConvergeHub
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Moneybird each time a new contact is created in ConvergeHub.
How it works
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in ConvergeHub
ConvergeHub + Moneybird
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Supported triggers and actions
Integrate ConvergeHub and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New target
Triggers when a new target is created
New contact
Triggers when new contact is created
New event
Triggers when a new event is created
New lead
Triggers when a new lead is created
New account
Triggers when a new account is created
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 account
Creates a new account
Create event
Creates a new event
Create contact
Creates a new contact
Create lead
Creates a new lead
Create target
Creates a new target
Update lead
Updates the details of an existing lead
Fetch event
Fetches an existing event by ID
Fetch account
Fetches an existing account by ID
Fetch lead
Fetches an existing lead by ID
Fetch contact
Fetches an existing contact by ID
Fetch target
Fetches an existing target by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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.
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
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