Integrate Moneybird with Mattermark
Send information between Moneybird and Mattermark automatically, without writing any code, using Zoho Flow.
Build your own integrations between Moneybird and Mattermark
Connect Moneybird and Mattermark with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Moneybird and Mattermark using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send sales invoice
Sends a sales invoice to the specified email
Create document
Creates a new document
Create estimate
Creates a new estimate
Create sales invoice
Creates a new sales invoice
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetch company
Fetches the details of an existing company using ID, name, or domain
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
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.
Learn more >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
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Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
