Integrate MYOB AccountRight Live with Zoho CRM
Send information between MYOB AccountRight Live and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create MYOB customers for new deals in Zoho CRM
This flow creates a new customer in MYOB when a deal is created in Zoho CRM. This ensures that your accounting software is always in sync with your CRM activities.
How it works
1. A new deal is created in Zoho CRM.
2. Zoho Flow creates a corresponding customer in MYOB.
Create MYOB customers for new deals in Zoho CRM
Zoho CRM + MYOB AccountRight Live
Build your own integrations between MYOB AccountRight Live and Zoho CRM
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Supported triggers and actions
Integrate MYOB AccountRight Live and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New bill
Triggers when a new bill is created
New item sale
Triggers when a new sale is recorded
New customer
Triggers when a new customer is created
New invoice
Triggers when a new invoice is generated
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create timesheet entry
Creates a new timesheet entry for an employee
Create supplier
Creates a new supplier
Create bill
Creates a bill for the specified supplier
Create purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create item
Creates a new item in the inventory
Create employee
Creates a new employee
Create customer
Triggers when a new customer is created
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an existing item by UID
Fetch employee
Fetches an employee by display ID or email
Fetch bill
Fetches a bill by type and ID
Fetch invoice
Fetches an invoice by UID
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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