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Integrate Freshsales with Moneybird
Send information between Freshsales and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your Moneybird automatically, When a new deal is created in Freshsales
Automate the generation of estimates for new deals in your customer relationship management platform to streamline sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in Moneybird.
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Generate an estimate within your Moneybird automatically, When a new deal is created in Freshsales
Freshsales + Moneybird
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Create a new contact in Moneybird whenever a new contact is created in Freshsales
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Moneybird whenever a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Moneybird.
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Create a new contact in Moneybird whenever a new contact is created in Freshsales
Freshsales + Moneybird
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Build your own integrations between Freshsales and Moneybird
Connect Freshsales 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 Freshsales and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New lead
Triggers when a new lead is created in the selected view
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New account
Triggers when a new account is created in the selected view
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New contact
Triggers when a new contact is created in the selected view
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New deal
Triggers when a new deal is created in the selected view
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New quote
Triggers when a new quote is created
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New sales invoice
Triggers when a new sales invoice is created
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New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to the selected contact
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Add note to lead
Adds a note to the selected lead
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Create deal
Creates a new deal
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Create lead
Creates a new lead
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Create contact
Creates a new contact
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Update lead
Updates the details of an existing lead
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Update contact
Updates the details of an existing contact
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Convert lead
Converts a lead to contact
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Fetch lead by ID
Fetches the details of an existing lead by ID
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Fetch contact by email address
Fetches the details of a existing contact by email
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch lead by email address
Fetches the details of an existing lead by email
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Create document
Creates a new document
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Create contact
Creates a new contact
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Send sales invoice
Sends a sales invoice to the specified email
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Create estimate
Creates a new estimate
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Create sales invoice
Creates a new sales invoice
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Fetch product
Fetches a product by description
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Fetch contact
Fetches a contact by email
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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