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Integrate Gro CRM with Moneybird
Send information between Gro CRM and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in Moneybird for every new deal created in your Gro CRM
Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in Moneybird for a new deal created in your Gro CRM.
How it works
- The flow triggers when a new deal is created in Gro CRM.
- Zoho Flow creates a new estimate in Moneybird.
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Create an estimate in Moneybird for every new deal created in your Gro CRM
Gro CRM + Moneybird
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Create a new contact is in Moneybird each time a new contact is created in Gro CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Moneybird whenever a new contact is created in Gro CRM.
How it works
- The flow triggers when a new contact is created in Gro CRM.
- Zoho Flow creates a new contact in Moneybird.
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Create a new contact is in Moneybird each time a new contact is created in Gro CRM
Gro CRM + Moneybird
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Build your own integrations between Gro CRM and Moneybird
Connect Gro CRM and Moneybird with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Gro CRM and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New task
Triggers when a new task is created
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New user
Triggers when a new user is added
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New deal
Triggers when a new deal is created
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New contact
Triggers when a new contact is created
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New sales invoice
Triggers when a new sales invoice is created
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New quote
Triggers when a new quote is created
All Actions - Actions are the automated tasks
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Create account
Creates a new account
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Create contact
Creates a new contact
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Fetch time zone
Fetches the details of a time zone by name
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Fetch contact
Fetches the details of an existing contact by email or name
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Fetch currency
Fetches the details of a currency by name
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Fetch contact type
Fetches the details of an existing contact type by name
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Fetch country
Fetches the details of a country by name
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Fetch user
Fetches the details of an existing user by email
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Create document
Creates a new document
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Send sales invoice
Sends a sales invoice to the specified email
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Create contact
Creates a new contact
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Create sales invoice
Creates a new sales invoice
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Create estimate
Creates a new estimate
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Fetch contact
Fetches a contact by email
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Fetch product
Fetches a product by description
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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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