Integrate Follow Up Boss with Moneybird
Send information between Follow Up Boss and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Moneybird whenever a new contact is added in Follow Up Boss
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Moneybird each time a new contact is created in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Follow Up Boss
Follow Up Boss + Moneybird
Build your own integrations between Follow Up Boss and Moneybird
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Supported triggers and actions
Integrate Follow Up Boss and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
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
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
Create contact
Creates a new contact
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 Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
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
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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Technical Engineer, Master Liveaboards
