Integrate Act! 365 with Moneybird

Send information between Act! 365 and Moneybird automatically, without writing any code, using Zoho Flow.

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Create a new contact in Moneybird whenever a new contact is created in Act! 365

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Moneybird whenever a new contact is created in Act! 365.

How it works
  1. The flow triggers when a new contact is created in Act! 365.
  2. Zoho Flow creates a new contact in Moneybird.
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Create a new contact in Moneybird whenever a new contact is created in Act! 365

Act! 365 + Moneybird

Build your own integrations between Act! 365 and Moneybird

Connect Act! 365 and Moneybird with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Act! 365 and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

To-do created

Triggers when a new to-do is created

Contact created

Triggers when a new contact is created

New contact

Triggers when a new contact is created

New sales invoice

Triggers when a new sales invoice is created

New quote

Triggers when a new quote is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create to-do

Creates a new to-do

Create opportunity

Creates a new opportunity

Fetch contact by email

Fetches the details of an existing contact by email address

Create document

Creates a new document

Send sales invoice

Sends a sales invoice to the specified email

Create contact

Creates a new contact

Create sales invoice

Creates a new sales invoice

Create estimate

Creates a new estimate

Fetch contact

Fetches a contact by email

Fetch product

Fetches a product by description

What is Act! 365?

Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.

Contact Management

What is Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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