Integrate Sellf with Moneybird
Send information between Sellf and Moneybird automatically, without writing any code, using Zoho Flow.
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Create an estimate in Moneybird for every new deal created in your Sellf
Effortlessly create accurate estimates in your online accounting tool every time, without any manual input. This flow will create an estimate in your Moneybird when a new deal is created in Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Sellf
Sellf + Moneybird
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Supported triggers and actions
Integrate Sellf and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
New Deal
Triggers when a new deal is created
New Person
Triggers when a new person is created
New Company
Triggers when a new company 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
Fetch Company
Fetches an existing company
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Person
Creates a new person
Fetch Person
Fetches an existing person
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 Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
