Integrate Jetpack CRM with Moneybird

Send information between Jetpack CRM and Moneybird automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Moneybird each time a new contact is created in Jetpack CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new contact in Moneybird.
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Generate a new contact in Moneybird each time a new contact is created in Jetpack CRM

Jetpack CRM + Moneybird

Build your own integrations between Jetpack CRM and Moneybird

Connect Jetpack 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 Jetpack CRM and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Transaction created

Triggers when a new transaction is created

Contact status updated

Triggers when the status of an existing contact is updated

Quote accepted

Triggers when an existing quote is accepted

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when the details of an existing contact is updated

Invoice updated

Triggers when the details of an existing invoice is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Quote created

Triggers when a new quote 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

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

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 Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

What is Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

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.

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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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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