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Integrate PipelineDeals with Moneybird
Send information between PipelineDeals and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your Moneybird automatically, When a new deal is created in PipelineDeals
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in Moneybird for a new deal created in your PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Moneybird.
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Generate an estimate within your Moneybird automatically, When a new deal is created in PipelineDeals
PipelineDeals + Moneybird
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Create an invoice in Moneybird for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Moneybird each time a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new sales invoice in Moneybird.
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Create an invoice in Moneybird for newly acquired deals in PipelineDeals
PipelineDeals + Moneybird
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Build your own integrations between PipelineDeals and Moneybird
Connect PipelineDeals and Moneybird with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Updated deal stage
Triggers when a deal is moved from one stage to another
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New deal
Triggers when a new deal is created
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Updated deal status
Triggers when the status of an existing deal is updated
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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New sales invoice
Triggers when a new sales invoice is created
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New quote
Triggers when a new quote is created
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New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Add person
Adds a new person
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Create deal
Creates a new deal
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Create task
Creates a new calendar task
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Create activity
Creates a new activity associated with an existing person, company, or deal
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Send sales invoice
Sends a sales invoice to the specified email
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Create contact
Creates a new contact
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Create estimate
Creates a new estimate
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Create document
Creates a new document
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Create sales invoice
Creates a new sales invoice
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Fetch product
Fetches a product by description
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Fetch contact
Fetches a contact by email
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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