Integrate LiveAgent with Moneybird

Send information between LiveAgent and Moneybird automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Moneybird each time a new contact is created in LiveAgent

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Moneybird each time a new contact is created in LiveAgent.

How it works
  1. The flow triggers when a new contact is created in LiveAgent.
  2. Zoho Flow creates a new contact in Moneybird.
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Create a new contact is in Moneybird each time a new contact is created in LiveAgent

LiveAgent + Moneybird

Build your own integrations between LiveAgent and Moneybird

Connect LiveAgent 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 LiveAgent and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Ticket created

Triggers when a new ticket is created

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

Add contact to group

Adds a contact to the selected group

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create company

Creates a new company

Update company

Updates the details of an existing company

Remove contact from group

Removes a contact from the selected group

Update ticket

Updates the details of an existing ticket

Update contact

Updates the details of an existing contact

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch ticket

Fetches the details of an existing ticket by ID or subject

Fetch contact

Fetches the details of an existing contact by ID, first name, last name, or email address

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 LiveAgent?

LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.

What is Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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