Integrate Kylas with Moneybird
Send information between Kylas and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Prepare an estimate in Moneybird for new deals created in your Kylas
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Kylas.
How it works
- The flow triggers when a deal is created or updated in Kylas.
- Zoho Flow creates a new estimate in Moneybird.
Prepare an estimate in Moneybird for new deals created in your Kylas
Kylas + Moneybird
Create an invoice in Moneybird for the latest closed deals in Kylas
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Moneybird whenever a deal is closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for the latest closed deals in Kylas
Kylas + Moneybird
Add a new contact in Moneybird whenever a new contact is added in Kylas
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Moneybird whenever a new contact is created in Kylas.
How it works
- The flow triggers when a new contact is created in Kylas.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Kylas
Kylas + Moneybird
Build your own integrations between Kylas and Moneybird
Connect Kylas 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 Kylas and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Contact updated
Triggers when the details of an existing contact are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Company updated
Triggers when the details of an existing company are updated
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Lead updated
Triggers when the details of an existing lead are updated
Call logs created or updated
Triggers when a call log is created or updated
Lead created or updated
Triggers when a lead is created or updated
Task created or updated
Triggers when a task is created or updated
Task updated
Triggers when the details of an existing task are updated
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
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 deal
Creates a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Create task
Creates a new task
Create product or service
Creates a new product or service
Create company
Creates a new company
Close deal
Closes the specified deal
Update deal
Updates the details of an existing deal
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Close lead
Close the specified lead
Update product or service
Updates the details of an existing product or service
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch company
Fetches the details of an existing company using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch task
Fetches the details of an existing task using ID
Fetch product or service
Fetches the details of an existing product or service using 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 Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
