Integrate OnePageCRM with MYOB AccountRight Live
Send information between OnePageCRM and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
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Create an invoice in MYOB AccountRight Live for the latest closed deals in OnePageCRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in MYOB AccountRight Live each time a deal is won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for the latest closed deals in OnePageCRM
OnePageCRM + MYOB AccountRight Live
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Supported triggers and actions
Integrate OnePageCRM and MYOB AccountRight Live using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New action
Triggers when a new action is created
New item sale
Triggers when a new sale is recorded
New invoice
Triggers when a new invoice is generated
New bill
Triggers when a new bill is created
New customer
Triggers when a new customer is created
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create supplier
Creates a new supplier
Create timesheet entry
Creates a new timesheet entry for an employee
Create bill
Creates a bill for the specified supplier
Create employee
Creates a new employee
Create purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create item
Creates a new item in the inventory
Create customer
Triggers when a new customer is created
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch item
Fetches the details of an existing item by UID
Fetch customer
Fetches the details of an existing customer
Fetch employee
Fetches an employee by display ID or email
Fetch invoice
Fetches an invoice by UID
Fetch bill
Fetches a bill by type and ID
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
