Integrate LionDesk with Moneybird

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

Explore prebuilt integration flows to get started

[esc]

Generate a new contact in Moneybird each time a new contact is created in LionDesk

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Moneybird whenever a new contact is created in LionDesk.

How it works
  1. The flow triggers when a new contact is created in LionDesk.
  2. Zoho Flow creates a new contact in Moneybird.
+

Generate a new contact in Moneybird each time a new contact is created in LionDesk

LionDesk + Moneybird

Build your own integrations between LionDesk and Moneybird

Connect LionDesk 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 LionDesk and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task 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 event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact

Fetches an existing contact

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY