Integrate Moneybird with noCRM.io
Send information between Moneybird and noCRM.io automatically, without writing any code, using Zoho Flow.
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Add new contacts from Moneybird as leads in noCRM
How it works
Add new contacts from Moneybird as leads in noCRM
Moneybird + noCRM.io
Build your own integrations between Moneybird and noCRM.io
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Supported triggers and actions
Integrate Moneybird and noCRM.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Unassigned lead created
Triggers when a lead is created and unassigned
Lead content updated
Triggers when the content of a lead is updated
Lead created
Triggers when a new lead is created
Lead step updated
Triggers when a lead is updated to the selected step
Lead status updated
Triggers when a lead is updated to the selected status
Lead deleted
Triggers when a lead is deleted
Manual trigger
Triggers when the conditions set up in noCRM.io are satisfied
All Actions - Actions are the automated tasks
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
Add comment
Adds a new comment to the specified lead
Add amount and probability
Adds the amount and probability details for a lead
Create row
Creates a new row for the specified prospect
Create lead
Creates a new lead
Update lead status
Updates the status of the specified lead
Update lead step
Updates the step of the specified lead
Add tags
Adds tags to the specified lead
Fetch prospecting list
Fetches details of an existing prospecting list by title
Fetch lead
Fetches details of an existing lead by email address
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
What is noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
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Owain ap Rees
Sales Director, Artico
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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
