Integrate Act! 365 with Moneybird
Send information between Act! 365 and Moneybird automatically, without writing any code, using Zoho Flow.
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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 in Moneybird whenever a new contact is created in Act! 365
Act! 365 + Moneybird
Build your own integrations between Act! 365 and Moneybird
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Supported triggers and actions
Integrate Act! 365 and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
New sales invoice
Triggers when a new sales invoice is created
New quote
Triggers when a new quote is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Fetch contact by email
Fetches the details of an existing contact by email address
Send sales invoice
Sends a sales invoice to the specified email
Create contact
Creates a new contact
Create estimate
Creates a new estimate
Create document
Creates a new document
Create sales invoice
Creates a new sales invoice
Fetch product
Fetches a product by description
Fetch contact
Fetches a contact by email
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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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
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
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
