Integrate FluentCRM with Moneybird

Send information between FluentCRM 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 FluentCRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in FluentCRM.

How it works
  1. The flow triggers when a new contact is created in FluentCRM.
  2. 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 FluentCRM

FluentCRM + Moneybird

Build your own integrations between FluentCRM and Moneybird

Connect FluentCRM and Moneybird with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FluentCRM and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Contact updated

Triggers when a new contact is updated

New quote

Triggers when a new quote is created

New sales invoice

Triggers when a new sales invoice is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create list

Creates a new list

Create tag

Creates a new tag

Update contact

Updates the details of the specified contact

Fetch contact

Fetches the details of an existing contact using ID

Create document

Creates a new document

Create contact

Creates a new contact

Send sales invoice

Sends a sales invoice to the specified email

Create estimate

Creates a new estimate

Create sales invoice

Creates a new sales invoice

Fetch product

Fetches a product by description

Fetch contact

Fetches a contact by email

What is FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

What is Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

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

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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