Integrate Contactually with Moneybird
Send information between Contactually and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Moneybird each time a new contact is created in Contactually
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Moneybird each time a new contact is created in Contactually.
How it works
- The flow triggers when a new contact is created in Contactually.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Contactually
Contactually + Moneybird
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Supported triggers and actions
Integrate Contactually and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New bucketed contact
Triggers when a contact is added to the selected bucket
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 or update contact
Creates or updates the details of a contact
Create interaction
Creates a new interaction with a contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Fetch bucket
Fetches the details of an existing bucket
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 Contactually?
Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.
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.
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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.
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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
