Integrate Moneybird with 800+ apps
Create business workflows for Moneybird without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Moneybird workflows
Create an estimate in your Moneybird when a new deal is created in Agendor
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Agendor.
How it works
- The flow triggers when a new deal is created in Agendor.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in your Moneybird when a new deal is created in EngageBay
Generate estimates instantly when a deal is created in your marketing, sales, support and CRM application, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in EngageBay.
How it works
- The flow triggers when a new deal is created in EngageBay.
- Zoho Flow creates a new estimate in Moneybird.
Generate an estimate within your Moneybird automatically, When a new deal is created in Freshsales
Automate the generation of estimates for new deals in your customer relationship management platform to streamline sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in Moneybird.
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.
Generate an estimate within your Moneybird automatically, When a new deal is created in HubSpot CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in Moneybird for a new deal created in your HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in Moneybird.
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.
Prepare an estimate in Moneybird for new deals created in your Kylas
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Kylas.
How it works
- The flow triggers when a deal is created or updated in Kylas.
- Zoho Flow creates a new estimate in Moneybird.
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
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in your Moneybird when a new deal is created in Moskit
Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Moskit.
How it works
- The flow triggers when a new deal is created in Moskit.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Onpipeline
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- Zoho Flow creates a new estimate in Moneybird.
Prepare an estimate in Moneybird for new deals created in your Outseta
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Outseta.
How it works
- The flow triggers when a new deal is created in Outseta.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in your Moneybird when a new deal is created in Pipedrive
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in Moneybird.
Generate an estimate within your Moneybird automatically, When a new deal is created in PipelineDeals
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in Moneybird for a new deal created in your PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Moneybird.
Prepare an estimate in Moneybird for new deals created in your Salesmate
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 Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Sellf
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 Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in Moneybird.
Generate an estimate within your Moneybird automatically, When a new deal is created in Teamgate
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Teamgate.
How it works
- The flow triggers when a new deal is created in Teamgate.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Teamleader
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Moneybird when a new deal is created in Teamleader.
How it works
- The flow triggers when a new deal is created in Teamleader.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in your Moneybird when a new deal is created in Teamwork CRM
Generate estimates instantly when a deal is created in your sales CRM software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in Moneybird.
Prepare an estimate in Moneybird for new deals created in your Zendesk Sell
Generate estimates instantly when a deal is created in your salesforce automation software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Zendesk Sell.
How it works
- The flow triggers when a new deal is created in Zendesk Sell.
- Zoho Flow creates a new estimate in Moneybird.
Create an invoice in Moneybird for recently won deals in Agendor
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Moneybird each time a deal is won in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for newly acquired deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Moneybird whenever a deal is closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for the latest closed deals in Kylas
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Moneybird whenever a deal is closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new sales invoice in Moneybird.
Generate an invoice in Moneybird for newly closed deals in Lime Go
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Moneybird for every finalised deal in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for recently won deals in OnePageCRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Moneybird whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new sales invoice in Moneybird.
Generate an invoice in Moneybird for newly closed deals in Onpipeline
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Moneybird each time a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for the latest closed deals in Pipedrive
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Moneybird each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Moneybird each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for recently won deals in Teamgate
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Moneybird each time a deal is closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for the latest closed deals in Teamwork CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Moneybird whenever a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new sales invoice in Moneybird.
Create an invoice in Moneybird for the latest closed deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Moneybird each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new sales invoice in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Act! 365
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Moneybird whenever a new contact is created in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in ActiveDEMAND
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Moneybird whenever a new contact is added in ActiveDEMAND.
How it works
- The flow triggers when a new contact is created in ActiveDEMAND.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Autopilot
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Moneybird each time a new contact is created in Autopilot.
How it works
- The flow triggers when a new contact is added in Autopilot.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Bigin by Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Moneybird whenever a new contact is added in Bigin by Zoho CRM.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in CalendarHero
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 CalendarHero.
How it works
- The flow triggers when a new contact is created in CalendarHero.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in CATS
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Moneybird each time a new contact is created in CATS.
How it works
- The flow triggers when a new contact is created in CATS.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Cliniko
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Moneybird each time a new contact is created in Cliniko.
How it works
- The flow triggers when a new contact is created in Cliniko.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Moneybird whenever a new contact is added in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Contacts+
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Moneybird each time a new contact is created in Contacts+.
How it works
- The flow triggers when a contact is created in Contacts+.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Contactually
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 Contactually.
How it works
- The flow triggers when a new contact is created in Contactually.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in ConvergeHub
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Moneybird each time a new contact is created in ConvergeHub.
How it works
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Dubb
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Moneybird whenever a new contact is added in Dubb.
How it works
- The flow triggers when a new contact is created in Dubb.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in EngageBay
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Moneybird each time a new contact is created in EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in EvaluAgent
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in FluentCRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in FluentCRM.
How it works
- The flow triggers when a new contact is created in FluentCRM.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Follow Up Boss
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Moneybird each time a new contact is created in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Freshdesk
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Moneybird each time a new contact is created in Freshdesk.
How it works
- The flow triggers when a new contact is created in Freshdesk.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Freshsales
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 Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- 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
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.
Generate a new contact in Moneybird each time a new contact is created in Holded
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in Holded.
How it works
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in HubSpot CRM
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 HubSpot CRM.
How it works
- The flow triggers when a new contact is created in HubSpot CRM.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Moneybird each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Interseller
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Moneybird each time a new contact is created in Interseller.
How it works
- The flow triggers when a new contact is added to any of your campaigns in Interseller.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Jetpack CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact in Moneybird whenever a new contact is created in Kommo
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Moneybird whenever a new contact is added in Kommo.
How it works
- The flow triggers when a new contact is created in Kommo.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Kylas
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Moneybird whenever a new contact is created in Kylas.
How it works
- The flow triggers when a new contact is created in Kylas.
- Zoho Flow creates a new contact in Moneybird.
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.
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
- The flow triggers when a new contact is created in LiveAgent.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in ModWebs
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 ModWebs.
How it works
- The flow triggers when a new contact is created in ModWebs.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Moskit
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Moneybird whenever a new contact is added in Moskit.
How it works
- The flow triggers when a new contact is created in Moskit.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in OnePageCRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Moneybird whenever a new contact is added in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Reamaze
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Moneybird whenever a new contact is added in Reamaze.
How it works
- The flow triggers when a new contact is created in Reamaze.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in Salesflare
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Moneybird each time a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Salesforce
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Moneybird each time a new contact is created in Salesforce.
How it works
- The flow triggers when a new contact is created in Salesforce.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Salesmate
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in Teamwork CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Moneybird each time a new contact is created in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Upsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Zendesk Sell
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Moneybird each time a new contact is created in Zendesk Sell.
How it works
- The flow triggers when a new contact is created in Zendesk Sell.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Zoho CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Moneybird whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Zoho Desk
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Moneybird whenever a new contact is added in Zoho Desk.
How it works
- The flow triggers when a new contact is created in the selected portal in Zoho Desk.
- Zoho Flow creates a new contact in Moneybird.
Build your own Moneybird integrations
Connect 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
Build your Moneybird workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
