Integrate Moneybird with noCRM.io

Send information between Moneybird and noCRM.io automatically, without writing any code, using Zoho Flow.

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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 integrations between Moneybird and noCRM.io

Connect Moneybird and noCRM.io 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

Integrate Moneybird and noCRM.io 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

Unassigned lead created

Triggers when a lead is created and unassigned

Lead content updated

Triggers when the content of a lead is updated

Lead created

Triggers when a new lead is created

Lead step updated

Triggers when a lead is updated to the selected step

Lead status updated

Triggers when a lead is updated to the selected status

Lead deleted

Triggers when a lead is deleted

Manual trigger

Triggers when the conditions set up in noCRM.io are satisfied

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

Add comment

Adds a new comment to the specified lead

Add amount and probability

Adds the amount and probability details for a lead

Create row

Creates a new row for the specified prospect

Create lead

Creates a new lead

Update lead status

Updates the status of the specified lead

Update lead step

Updates the step of the specified lead

Add tags

Adds tags to the specified lead

Fetch prospecting list

Fetches details of an existing prospecting list by title

Fetch lead

Fetches details of an existing lead by email address

What is Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

What is noCRM.io?

noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.

CRM

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Webhook triggers

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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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