Integrate Outseta with Moneybird
Send information between Outseta and Moneybird automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in Moneybird for new deals created in your Outseta
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Outseta.
How it works
- The flow triggers when a new deal is created in Outseta.
- Zoho Flow creates a new estimate in Moneybird.
Prepare an estimate in Moneybird for new deals created in your Outseta
Outseta + Moneybird
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Supported triggers and actions
Integrate Outseta and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is added
Case created
Triggers when a new case created
Account created
Triggers when a new account 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
Create deal
Creates a new deal
Create account
Creates a new account with a new person
Create case
Creates a new case
Create person
Creates a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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 Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
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What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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
