Integrate Pipedrive with Moneybird
Send information between Pipedrive and Moneybird automatically, without writing any code, using Zoho Flow.
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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.
Create an estimate in your Moneybird when a new deal is created in Pipedrive
Pipedrive + Moneybird
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.
Create an invoice in Moneybird for the latest closed deals in Pipedrive
Pipedrive + Moneybird
Build your own integrations between Pipedrive and Moneybird
Connect Pipedrive and Moneybird with over 850+ 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
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
Note added
Triggers when a new note is added
Pipeline created
Triggers when a new pipeline is created
Lead created
Triggers when a new lead is created
Deal updated
Triggers when the details of an existing deal is updated
Activity updated
Triggers when the details of an existing activity is updated
Organization created
Triggers when a new organization is created
Activity created
Triggers when a new activity is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when the details of an existing contact person is updated
Lead updated
Triggers when the details of an existing lead is updated
Contact person created
Triggers when a new contact person 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 lead
Creates a new lead
Create project
Creates a new project
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create deal
Creates a new deal
Create product
Creates a new product
Create organization
Creates a new organization
Update deal
Updates the details of an existing deal
Create activity
Creates a new activity
Create contact person
Creates a new contact person for the selected organization
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update notes
Updates the details of an existing note
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by name
Fetches the details of an existing person record by name
Fetch activity
Fetches the details of an existing user activity
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by title
Fetches the details of an existing deal by title
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 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.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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