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Integrate Moneybird with 900+ apps

Create business workflows for Moneybird without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Moneybird workflows

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Send an SMS via EZ Texting for new invoices in Moneybird

Send an SMS notification to your customers as soon as an invoice is created. This flow sends an SMS to your customer via EZ Texting when new invoices are created in Moneybird.

How it works
1. A new invoice is created in Moneybird.
2. Zoho Flow automatically sends an SMS via EZ Texting about the new invoice.
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Send an SMS via EZ Texting for new invoices in Moneybird

Moneybird + EZ Texting

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Send a voice message in MessageBird for new quotes in Moneybird

Notify potential customers as soon as a new quote is created. This flow sends a voice message via MessageBird every time a new quote is created in Moneybird.

How it works
1. A quote is created in Moneybird.
2. Zoho Flow automatically sends a voice message via MessageBird using the quote details.
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Send a voice message in MessageBird for new quotes in Moneybird

Moneybird + MessageBird

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Add new contacts from MoneyBird to MessageBird

Every time a new contact is created in Moneybird, a new contact is automatically created in Messagebird, as well. This way you’re ready to communicate with new and potential customers regarding updates and announcements.

How it works
1. A new contact is added to Moneybird.
2. Zoho Flow automatically adds the new contact in MessageBird.
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Add new contacts from MoneyBird to MessageBird

Moneybird + MessageBird

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Send SMS from MessageBird for new invoice in Moneybird

Notify customers as soon as a new invoice is created. This flow sends an SMS via MessageBird every time a new invoice is created in Moneybird.

How it works
1. A new invoice is created in Moneybird.
2. Zoho Flow automatically sends an SMS from MessageBird about the new invoice.
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Send SMS from MessageBird for new invoice in Moneybird

Moneybird + MessageBird

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Add new contacts from Moneybird as leads in noCRM

Customers who've already transacted with you might be the perfect leads for future business, as well. Use this flow to automatically add new contacts from Moneybird as a lead in noCRM.

How it works
1. A new contact is added in Moneybird.
2. Zoho Flow automatically adds the new contact as a lead in noCRM.
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Add new contacts from Moneybird as leads in noCRM

Moneybird + noCRM.io

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Create a sales invoice in Moneybird from a Google Sheets spreadsheet

Manually creating invoices from spreadsheets is a tedious process. Use this flow to automatically create invoices in Moneybird from new entries in a Google Sheets spreadsheet.

How it works
1. A new entry is added to a Google Sheets spreadsheet.
2. Zoho Flow automatically creates an invoice in Moneybird from the newly added spreadsheet entry.
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Create a sales invoice in Moneybird from a Google Sheets spreadsheet

Google Sheets + Moneybird

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Build your own Moneybird integrations

Connect Moneybird with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Moneybird workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New quote

Triggers when a new quote is created

New sales invoice

Triggers when a new sales invoice is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create estimate

Creates a new estimate

Create sales invoice

Creates a new sales invoice

Send sales invoice

Sends a sales invoice to the specified email

Create document

Creates a new document

Create contact

Creates a new contact

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.

Proposals & Invoices Accounting

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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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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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