Integrate Salesflare with Moneybird

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

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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
  1. The flow triggers when a new contact is created in Salesflare.
  2. Zoho Flow creates a new contact in Moneybird.
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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.

CRM

What is Moneybird?

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

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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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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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