Integrate Zoho CRM with MYOB AccountRight Live
Send information between Zoho CRM and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create MYOB customers for new deals in Zoho CRM
This flow creates a new customer in MYOB when a deal is created in Zoho CRM. This ensures that your accounting software is always in sync with your CRM activities.
How it works
1. A new deal is created in Zoho CRM.
2. Zoho Flow creates a corresponding customer in MYOB.
Create MYOB customers for new deals in Zoho CRM
Zoho CRM + MYOB AccountRight Live
Create an invoice in MYOB AccountRight Live for the latest closed deals in Zoho CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in MYOB AccountRight Live each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for the latest closed deals in Zoho CRM
Zoho CRM + MYOB AccountRight Live
Build your own integrations between Zoho CRM and MYOB AccountRight Live
Connect Zoho CRM 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 Zoho CRM and MYOB AccountRight Live using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
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
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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Logic
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Custom functions
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