Integrate OnePageCRM with MYOB AccountRight Live

Send information between OnePageCRM and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.

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Create an invoice in MYOB AccountRight Live for the latest closed deals in OnePageCRM

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in MYOB AccountRight Live each time a deal is won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in MYOB AccountRight Live.
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Create an invoice in MYOB AccountRight Live for the latest closed deals in OnePageCRM

OnePageCRM + MYOB AccountRight Live

Build your own integrations between OnePageCRM and MYOB AccountRight Live

Connect OnePageCRM and MYOB AccountRight Live 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 OnePageCRM and MYOB AccountRight Live using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is generated

New employee

Triggers when a new employee is created

New supplier

Triggers when a new supplier is created

New bill

Triggers when a new bill is created

New item sale

Triggers when a new sale is recorded

New customer

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

Create item

Creates a new item in the inventory

Create employee

Creates a new employee

Create customer

Creates a new customer

Create purchase item order

Creates a new purchase item order

Create sales order

Creates a new sales order

Create timesheet entry

Creates a new timesheet entry for an employee

Create supplier

Creates a new supplier

Create bill

Creates a bill for the specified supplier

Create invoice

Creates a new invoice

Update customer

Updates the details of an existing customer

Update item

Updates the details of an existing item

Fetch customer

Fetches the details of an existing customer

Fetch item

Fetches the details of an existing item by UID

Fetch employee

Fetches an employee by display ID or email

Fetch bill

Fetches a bill by type and ID

Fetch invoice

Fetches an invoice by UID

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is MYOB AccountRight Live?

MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.

Accounting CRM

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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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

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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

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