Integrate Kizen with Moneybird
Send information between Kizen and Moneybird automatically, without writing any code, using Zoho Flow.
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Create an estimate in Moneybird for every new deal created in your Kizen
Effortlessly create accurate estimates in your online accounting tool every time, without any manual input. This flow will create an estimate in your Moneybird when a new deal is created in Kizen.
How it works
- The flow triggers when a new deal is created in Kizen.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Kizen
Kizen + Moneybird
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Supported triggers and actions
Integrate Kizen and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company added
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Form submission made
Triggers when a new submission is received for an existing form
Contact added
Triggers when a new contact is added
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 deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Fetch company
Fetches the details of an existing company
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
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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Technical Engineer, Master Liveaboards
