Integrate Kizen with Moneybird

Send information between Kizen and Moneybird automatically, without writing any code, using Zoho Flow.

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Create an estimate in Moneybird for every new deal created in your Kizen

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 Kizen.

How it works
  1. The flow triggers when a new deal is created in Kizen.
  2. Zoho Flow creates a new estimate in Moneybird.
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Create an estimate in Moneybird for every new deal created in your Kizen

Kizen + Moneybird

Build your own integrations between Kizen and Moneybird

Connect Kizen 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 Kizen and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submission made

Triggers when a new submission is received for an existing form

Contact added

Triggers when a new contact is added

Company added

Triggers when a new company is added

Deal created

Triggers when a new deal 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 deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

Fetch company

Fetches the details of an existing company

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 Kizen?

Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.

CRM

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

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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