Integrate Sellf with Moneybird
Send information between Sellf and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in Moneybird for every new deal created in your Sellf
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 Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in Moneybird.
Create an estimate in Moneybird for every new deal created in your Sellf
Sellf + Moneybird
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Supported triggers and actions
Integrate Sellf and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created
New Deal
Triggers when a new deal is created
New Company
Triggers when a new company is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
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
Fetch Person
Fetches an existing person
Create Deal
Creates a new deal
Fetch Company
Fetches an existing company
Create Company
Creates a new company
Create Person
Creates a new person
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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