Integrate Freshdesk with Moneybird
Send information between Freshdesk 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 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 Freshdesk
Freshdesk + Moneybird
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Supported triggers and actions
Integrate Freshdesk and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket updated
Triggers when the details of an existing ticket are updated
Ticket created
Triggers when a new ticket is created
Ticket note added
Triggers when a note is added to the selected ticket
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact 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 company
Creates a new company
Create contact
Creates a new contact
Create forum
Creates a new forum in the selected category
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum category
Creates a new forum category
Create ticket
Creates a new ticket
Create group
Creates a new group
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch group by ID
Fetches the details of an existing group by ID
Fetch company
Fetches the details of an existing company by domain
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch company by ID
Fetches the details of an existing company by ID
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
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 Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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Technical Engineer, Master Liveaboards
