![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Integrate Zoho CRM with Moneybird
Send information between Zoho CRM 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/zoho_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create an invoice in Moneybird for the latest closed deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Moneybird each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new sales invoice in Moneybird.
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Create an invoice in Moneybird for the latest closed deals in Zoho CRM
Zoho CRM + Moneybird
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Add a new contact in Moneybird whenever a new contact is added in Zoho CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Moneybird whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Moneybird.
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/moneybird.png)
Add a new contact in Moneybird whenever a new contact is added in Zoho CRM
Zoho CRM + Moneybird
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Zoho CRM and Moneybird
Connect Zoho CRM 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 Zoho CRM and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module
Triggers when a new module is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
New note
Triggers when a new note is added
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
New user
Triggers when a new user is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
User created or updated
Triggers when the details of an existing user are created or updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
New lead
Triggers when a new lead is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated deal
Triggers when an existing deal is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated module entry
Triggers when an entry is updated in the selected module
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Entry created or updated
Triggers when a record entry is created or 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/zoho_crm.png)
Send mail merge
Sends a mail merge with details of the selected record
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send email template
Sends an email to the specified users
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add tags
Adds tags to the specified record
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Remove tags
Removes tags from the specified record
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update related module entry
Relates an entry in this module with an entry in another module
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Raise signal
Raises a signal to Zoho CRM
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update module entry
Updates the specified module entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add user
Adds a new user
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Convert lead to contact
Converts a lead to a contact
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add note
Adds a note to the selected module
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update user
Updates the details of an existing user based on user ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch lead
Fetches a lead by email address or unique ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch email template
Fetches an email template by name
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch event
Fetches an event by its title or unique ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch account
Fetches an account by its name or unique ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Clone module entry
Clones an existing module entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch inventory template
Fetches an inventory template using ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch user
Fetches the details of an existing user by name or email address
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch contact
Fetches a contact by email address, unique ID, or name
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Delete module entry
Deletes the specified entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Cancel call
Cancels a event
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch module entry
Fetches a module entry by the specified values
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch product
Fetches a product by its name or unique 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 Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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