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Integrate Salesflare with Moneybird
Send information between Salesflare and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact is in Moneybird each time a new contact is created in Salesflare
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Moneybird each time a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in Moneybird.
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Create a new contact is in Moneybird each time a new contact is created in Salesflare
Salesflare + Moneybird
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Build your own integrations between Salesflare and Moneybird
Connect Salesflare 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 Salesflare and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New task
Triggers when a new task is created
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New contact
Triggers when a new contact is created
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New account
Triggers when a new account is created
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New opportunity
Triggers when a new opportunity is created
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New contact
Triggers when a new contact is created
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New sales invoice
Triggers when a new sales invoice is created
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New quote
Triggers when a new quote is created
All Actions - Actions are the automated tasks
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Add contact to account
Adds an existing contact to the selected account
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Create meeting
Creates a new meeting
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Create opportunity
Creates a new opportunity
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Add user to account
Adds an existing user to the selected account
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Create account
Creates a new account
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create call
Creates a new call
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Fetch person
Fetches a person by ID, name, or email
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Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
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Fetch user
Fetches a user by ID, name, or email
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Fetch account
Fetches an account by ID, name, domain, or tags
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Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
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Fetch opportunity
Fetches an opportunity by ID, name, or account
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Create document
Creates a new document
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Send sales invoice
Sends a sales invoice to the specified email
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Create contact
Creates a new contact
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Create sales invoice
Creates a new sales invoice
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Create estimate
Creates a new estimate
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Fetch contact
Fetches a contact by email
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Fetch product
Fetches a product by description
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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