Integrate Moneybird with Zoho PageSense
Send information between Moneybird and Zoho PageSense automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Moneybird and Zoho PageSense 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
Record created - Popup
Triggers when a new record is created for an existing popup
Record created - Poll
Triggers when a new record is created for an existing poll
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
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 PageSense?
PageSense is a conversion optimization and personalization platform that helps you optimize your website, personalize pages to suit your target audience, and boost overall conversion rate.
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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.
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CEO, Lakeside CNC Group
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