Integrate Outseta with Moneybird
Send information between Outseta and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Prepare an estimate in Moneybird for new deals created in your Outseta
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Outseta.
How it works
- The flow triggers when a new deal is created in Outseta.
- Zoho Flow creates a new estimate in Moneybird.
Prepare an estimate in Moneybird for new deals created in your Outseta
Outseta + Moneybird
Build your own integrations between Outseta and Moneybird
Connect Outseta and Moneybird with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Outseta and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account is added
Person created
Triggers when a new person is added
Deal created
Triggers when a new deal is created
Case created
Triggers when a new case 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 person
Creates a new person
Create case
Creates a new case
Create deal
Creates a new deal
Create account
Creates a new account with a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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 Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
Similar apps
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 >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
Siddharth Ahuja
CEO, Fabricroot
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
