Integrate Agile CRM with Moneybird
Send information between Agile CRM and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your Moneybird automatically, When a new deal is created in Agile CRM
Effortlessly create accurate estimates in your online accounting tool every time, without any manual input. This flow will create an estimate in your Moneybird when a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in Moneybird.
Generate an estimate within your Moneybird automatically, When a new deal is created in Agile CRM
Agile CRM + Moneybird
Build your own integrations between Agile CRM and Moneybird
Connect Agile CRM 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 Agile CRM and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket 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 Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Deal
Creates a new deal
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
