![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Integrate Pipedrive with Moneybird
Send information between Pipedrive and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create an estimate in your Moneybird when a new deal is created in Pipedrive
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 Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in Moneybird.
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create an estimate in your Moneybird when a new deal is created in Pipedrive
Pipedrive + Moneybird
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create an invoice in Moneybird for the latest closed deals in Pipedrive
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Moneybird each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new sales invoice in Moneybird.
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create an invoice in Moneybird for the latest closed deals in Pipedrive
Pipedrive + Moneybird
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Pipedrive and Moneybird
Connect Pipedrive 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 Pipedrive and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Contact person created
Triggers when a new contact person is created
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Pipeline stage created
Triggers when a new pipeline stage is created
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Organization created
Triggers when a new organization is created
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Activity updated
Triggers when any detail of an existing activity is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Contact person updated
Triggers when any detail of an existing contact person is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Deal created
Triggers when a new deal is created
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Pipeline created
Triggers when a new pipeline is created
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Activity created
Triggers when a new activity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Deal updated
Triggers when any detail of an existing deal is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Note added
Triggers when a new note is added
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Note updated
Triggers when an existing note is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
New sales invoice
Triggers when a new sales invoice is created
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
New quote
Triggers when a new quote is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Create contact person
Creates a new contact person for the selected organization
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Create deal
Creates a new deal
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Create notes
Creates a new note for the selected lead, deal, person, or organization
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Update deal
Updates the details of an existing deal
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Create product
Creates a new product
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Create organization
Creates a new organization
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Create activity
Creates a new activity
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Create lead
Creates a new lead
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Update product
Updates the details of an existing product
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Update notes
Updates the details of an existing note
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Update lead
Updates the details of an existing lead
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Update organization
Updates the details of an existing organization
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Update activity
Updates the details of an existing activity
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Update contact person
Updates the details of an existing contact person
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch product by name
Fetches the details of an existing product by name
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch organization by name
Fetches the details of an existing organization by name
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch lead
Fetch the details of an existing lead by ID or title
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch activity
Fetches the details of an existing user activity
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch deal by ID
Fetches the details of an existing deal by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by phone number
Fetches the details of an existing person by phone number
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by email address
Fetches the details of an existing person by email address
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch deal by title
Fetches the details of an existing deal by title
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch organization by ID
Fetches the details of an existing organization by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch user by name
Fetches the details of an existing user by name
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by name
Fetches the details of an existing person record by name
![](https://flow-au-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by ID
Fetches the details of an existing person record by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create document
Creates a new document
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Send sales invoice
Sends a sales invoice to the specified email
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create sales invoice
Creates a new sales invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create estimate
Creates a new estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Fetch contact
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Fetch product
Fetches a product by description
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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