Integrate Clientify with Moneybird
Send information between Clientify and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your Moneybird automatically, When a new deal is created in Clientify
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 Clientify.
How it works
- The flow triggers when a new deal is created in Clientify.
- Zoho Flow creates a new estimate in Moneybird.
Generate an estimate within your Moneybird automatically, When a new deal is created in Clientify
Clientify + Moneybird
Add a new contact in Moneybird whenever a new contact is added in Clientify
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Moneybird each time a new contact is created in Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow creates a new contact in Moneybird.
Add a new contact in Moneybird whenever a new contact is added in Clientify
Clientify + Moneybird
Build your own integrations between Clientify and Moneybird
Connect Clientify and Moneybird with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Clientify and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
New contact
Triggers when a new contact is created
New quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
All Actions - Actions are the automated tasks
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user using ID
Fetch task
Fetches the details of an existing task using ID
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 contact
Fetches a contact by email
Fetch product
Fetches a product by description
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
