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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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.
Use this flow
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Create a sales invoice in Moneybird from a Google Sheets spreadsheet

Google Sheets + Moneybird

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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.
Use this flow
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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.
Use this flow
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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.
Use this flow
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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.
Use this flow
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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.
Use this flow
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Add new contacts from Moneybird as leads in noCRM

Moneybird + noCRM.io

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.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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

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