Integrate LionDesk with Moneybird
Send information between LionDesk and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Moneybird each time a new contact is created in LionDesk
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 LionDesk.
How it works
- The flow triggers when a new contact is created in LionDesk.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in LionDesk
LionDesk + Moneybird
Build your own integrations between LionDesk and Moneybird
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Supported triggers and actions
Integrate LionDesk and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user 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 task
Creates a new task
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches an existing 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 Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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