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
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.
Prepare an estimate in Moneybird for new deals created in your Salesmate
Salesmate + Moneybird
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.
Add a new contact in Moneybird whenever a new contact is added in Salesmate
Salesmate + Moneybird
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
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company 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 contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
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 Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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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
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
