Integrate Salesflare with Moneybird
Send information between Salesflare and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Moneybird each time a new contact is created in Salesflare
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Moneybird each time a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in Moneybird.
Create a new contact is in Moneybird each time a new contact is created in Salesflare
Salesflare + Moneybird
Build your own integrations between Salesflare and Moneybird
Connect Salesflare 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 Salesflare and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New contact
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 account
Creates a new account
Create call
Creates a new call
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Create meeting
Creates a new meeting
Add user to account
Adds an existing user to the selected account
Add contact to account
Adds an existing contact to the selected account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch user
Fetches a user by ID, name, or email
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch person
Fetches a person by ID, name, or email
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 Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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Webhook triggers
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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
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Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
