Integrate Freshdesk with Moneybird
Send information between Freshdesk and Moneybird automatically, without writing any code, using Zoho Flow.
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Create a new contact in Moneybird whenever a new contact is created in Freshdesk
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Moneybird each time a new contact is created in Freshdesk.
How it works
- The flow triggers when a new contact is created in Freshdesk.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Freshdesk
Freshdesk + Moneybird
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Supported triggers and actions
Integrate Freshdesk and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket note added
Triggers when a note is added to the selected ticket
Ticket created
Triggers when a new ticket is created
Contact updated
Triggers when the details of an existing contact are updated
Ticket updated
Triggers when the details of an existing ticket are updated
Contact created
Triggers when a new contact 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 contact
Creates a new contact
Create ticket
Creates a new ticket
Create forum
Creates a new forum in the selected category
Create group
Creates a new group
Create company
Creates a new company
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum category
Creates a new forum category
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch group by ID
Fetches the details of an existing group by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch company
Fetches the details of an existing company by domain
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket by ID
Fetches the details of an existing ticket 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 Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
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
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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 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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
