Integrate Livespace with Moneybird

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

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Create an estimate in your Moneybird when a new deal is created in Livespace

Effortlessly create accurate estimates in your online accounting tool every time, without any manual input. This flow will prepare an estimate in Moneybird for a new deal created in your Livespace.

How it works
  1. The flow triggers when a new deal is created in Livespace.
  2. Zoho Flow creates a new estimate in Moneybird.
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Create an estimate in your Moneybird when a new deal is created in Livespace

Livespace + Moneybird

Build your own integrations between Livespace and Moneybird

Connect Livespace 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 Livespace and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal 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 company note

Adds a note to the specified company

Create deal

Creates a new deal

Create company

Creates a new company

Add person note

Adds a note to the specified person

Create task

Creates a new task

Create person

Creates a new person

Add deal note

Adds a note to the specified deal

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Fetch person

Fetches the details of an existing person

Fetch company

Fetches the details of an existing company

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 Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

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

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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