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Integrate Salesmate with Moneybird
Send information between Salesmate and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in Moneybird for new deals created in your Salesmate
Effortlessly create accurate estimates in your online accounting tool every time, without any manual input. This flow will create an estimate in your Moneybird when a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in Moneybird.
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Prepare an estimate in Moneybird for new deals created in your Salesmate
Salesmate + Moneybird
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Add a new contact in Moneybird whenever a new contact is added in Salesmate
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Moneybird whenever a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Moneybird.
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Add a new contact in Moneybird whenever a new contact is added in Salesmate
Salesmate + Moneybird
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Build your own integrations between Salesmate and Moneybird
Connect Salesmate 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 Salesmate and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Activity created
Triggers when a new activity is created
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Contact created
Triggers when a new contact is created
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Deal created
Triggers when a new deal is created
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Company created
Triggers when a new company 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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Create contact
Creates a new contact
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Create activity
Creates a new activity
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Create company
Creates a new company
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Create deal
Creates a new deal
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Update deal
Updates the details of an existing deal
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Update activity
Updates the details of an existing activity
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Update contact
Updates the details of an existing contact
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Update company
Updates the details of an existing company
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Fetch deal
Fetches the details of a deal by title or ID
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Fetch contact
Fetches the details of a contact by name, ID, or email
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Fetch activity
Fetches the details of an activity by title or ID
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Fetch company
Fetches the details of a company by name, ID, or website
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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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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