Integrate Moneybird with Sansan

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

Build your own integrations between Moneybird and Sansan

Connect Moneybird and Sansan 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 Sansan 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

Card created

Triggers when a new card is created

Updated card

Triggers when the details of an existing card are updated

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 card

Fetches the details of an existing card by ID

Fetch tags

Fetches the list of tags for the specified card

What is Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

What is Sansan?

Sansan is a cloud-based contact management system that lets you manage and share contacts and digitize business cards. You can add reminders and download your contact list to use elsewhere.

Contact Management

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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