Integrate Moskit with Moneybird

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

Explore prebuilt integration flows to get started

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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
  1. The flow triggers when a new deal is created in Moskit.
  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 Moskit

Moskit + Moneybird

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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
  1. The flow triggers when a new contact is created in Moskit.
  2. Zoho Flow creates a new contact in Moneybird.
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Generate a new contact in Moneybird each time a new contact is created in Moskit

Moskit + Moneybird

Build your own integrations between Moskit and Moneybird

Connect Moskit 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 Moskit and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Activity

Triggers when a new activity is created

New Deal

Triggers when a new deal is created

New Company

Triggers when a new company 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

Create Deal

Creates a new deal

Create Company

Creates a new company

Create Contact

Creates a new 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 Moskit?

Moskit is CRM software that lets you manage your sales and business from one place. You can keep track of all negotiations with powerful reports to plan for better results.

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

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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