

Integrate Insightly with Moneybird
Send information between Insightly 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 Insightly
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 Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Moneybird.


Create a new contact is in Moneybird each time a new contact is created in Insightly
Insightly + Moneybird

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Supported triggers and actions
Integrate Insightly and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Contact
Triggers when a new contact is created

New Opportunity
Triggers when a new opportunity is created

New Project
Triggers when a new project is created

New Organization
Triggers when a new organization is created

New Lead
Triggers when a new lead is created

New Task
Triggers when a new task 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 Task
Creates a new task

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Project
Creates a new project

Create Opportunity
Creates a new opportunity

Create Organization
Creates a new organization

Create Event
Creates a new event

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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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