

Integrate Moneybird with Refiner
Send information between Moneybird and Refiner automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Moneybird and Refiner using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

Survey response received
Triggers when a new survey response is received

Segment entered by user
Triggers when a user enters a segment
All Actions - Actions are the automated tasks

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

Track event
Tracks a user event using user ID and event name
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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What is Refiner?
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Webhook triggers
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