Integrate Freshdesk with Moneybird
Send information between Freshdesk and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Moneybird whenever a new contact is created in Freshdesk
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Moneybird each time a new contact is created in Freshdesk.
How it works
- The flow triggers when a new contact is created in Freshdesk.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Freshdesk
Freshdesk + Moneybird
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Supported triggers and actions
Integrate Freshdesk and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Ticket note added
Triggers when a note is added to the selected ticket
Ticket created
Triggers when a new ticket is created
Contact created
Triggers when a new contact is created
Ticket updated
Triggers when the details of an existing ticket are updated
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
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum category
Creates a new forum category
Create contact
Creates a new contact
Create forum
Creates a new forum in the selected category
Create group
Creates a new group
Create company
Creates a new company
Create ticket
Creates a new ticket
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update ticket
Updates the details of an existing ticket
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch company
Fetches the details of an existing company by domain
Fetch group by ID
Fetches the details of an existing group by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch ticket by ID
Fetches the details of an existing ticket by ID
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 Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
