

Integrate Teamleader with Moneybird
Send information between Teamleader and Moneybird automatically, without writing any code, using Zoho Flow.
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Create an estimate in Moneybird for every new deal created in your Teamleader
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 Teamleader.
How it works
- The flow triggers when a new deal is created in Teamleader.
- Zoho Flow creates a new estimate in Moneybird.


Create an estimate in Moneybird for every new deal created in your Teamleader
Teamleader + Moneybird

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Supported triggers and actions
Integrate Teamleader and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Product created
Triggers when a new product is created

Time tracking updated
Triggers when the details of an existing time tracking are updated

Time tracking created
Triggers when a new time tracking is created

Company created
Triggers when a new company is added

Deal created
Triggers when a new deal is created

Invoice paid
Triggers when an invoice is paid

Deal accepted
Triggers when a deal is accepted

Project created
Triggers when a new project is created

Contact added
Triggers when a new contact is added

Invoice booked
Triggers when an invoice is booked

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 contact
Creates a new contact

Link contact to company
Links a contact to the specified company

Create task
Creates a new task

Create deal
Creates a new deal

Create project
Creates a new project

Create company
Creates a new company

Update task
Updates the details of an existing task

Fetch contact
Fetches a contact by ID

Fetch company
Fetches a company by ID

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 Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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