Integrate ClinchPad with Moneybird
Send information between ClinchPad and Moneybird automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Note added
Triggers when a note is added to a lead
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 note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Create to-do
Creates a new to-do for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create contact
Creates a new contact
Create sales invoice
Creates a new sales invoice
Create estimate
Creates a new estimate
Create document
Creates a new document
Send sales invoice
Sends a sales invoice to the specified email
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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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.
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