Integrate Gro CRM with Moneybird
Send information between Gro CRM and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in Moneybird for every new deal created in your Gro CRM
Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in Moneybird for a new deal created in your Gro CRM.
How it works
- The flow triggers when a new deal is created in Gro CRM.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Gro CRM
Gro CRM + Moneybird
Create a new contact is in Moneybird each time a new contact is created in Gro CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Moneybird whenever a new contact is created in Gro CRM.
How it works
- The flow triggers when a new contact is created in Gro CRM.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in Gro CRM
Gro CRM + Moneybird
Build your own integrations between Gro CRM and Moneybird
Connect Gro CRM 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 Gro CRM and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New contact
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
Create contact
Creates a new contact
Create account
Creates a new account
Fetch currency
Fetches the details of a currency by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch time zone
Fetches the details of a time zone by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
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 Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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Learn more >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
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CEO, Lakeside CNC Group
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