Integrate Moneybird with Zoho FSM
Send information between Moneybird and Zoho FSM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Moneybird and Zoho FSM 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
New module entry
Triggers when a new module entry is added
Updated module entry
Triggers when the details of an existing module entry is updated
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
Create module entry
Creates a new entry in the selected module
Update module entry
Updates the details of an existing record by entry ID
Fetch module entry
Fetches the details of an existing record by entry ID
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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What is Zoho FSM?
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Webhook triggers
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Logic
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Custom functions
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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