Integrate Onpipeline with Moneybird
Send information between Onpipeline and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in Moneybird for every new deal created in your Onpipeline
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Onpipeline
Onpipeline + Moneybird
Generate an invoice in Moneybird for newly closed deals in Onpipeline
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Moneybird each time a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new sales invoice in Moneybird.
Generate an invoice in Moneybird for newly closed deals in Onpipeline
Onpipeline + Moneybird
Build your own integrations between Onpipeline and Moneybird
Connect Onpipeline and Moneybird 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 Onpipeline and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal 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
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, 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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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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