Integrate Livespace with Moneybird
Send information between Livespace and Moneybird automatically, without writing any code, using Zoho Flow.
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Create an estimate in your Moneybird when a new deal is created in Livespace
Effortlessly create accurate estimates in your online accounting tool every time, without any manual input. This flow will prepare an estimate in Moneybird for a new deal created in your Livespace.
How it works
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in your Moneybird when a new deal is created in Livespace
Livespace + Moneybird
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Supported triggers and actions
Integrate Livespace and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Add person note
Adds a note to the specified person
Add company note
Adds a note to the specified company
Create person
Creates a new person
Create company
Creates a new company
Add deal note
Adds a note to the specified deal
Create task
Creates a new task
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Fetch person
Fetches the details of an existing person
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
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 Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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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