Integrate Kizen with Moneybird
Send information between Kizen and Moneybird automatically, without writing any code, using Zoho Flow.
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Create an estimate in Moneybird for every new deal created in your Kizen
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 Kizen.
How it works
- The flow triggers when a new deal is created in Kizen.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Kizen
Kizen + Moneybird
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Supported triggers and actions
Integrate Kizen and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is added
Form submission made
Triggers when a new submission is received for an existing form
Deal created
Triggers when a new deal is created
Company added
Triggers when a new company is added
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 company
Creates a new company
Create deal
Creates a new deal
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Fetch company
Fetches the details of an existing company
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 Kizen?
Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.
Similar apps
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
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
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
Toto
Technical Engineer, Master Liveaboards
