Integrate GoToAssist with Moneybird
Send information between GoToAssist and Moneybird automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate GoToAssist and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User added
Triggers when a new user is added
Customer added
Triggers when a new customer is added
Incident occurred
Triggers when a new incident occurs
Company added
Triggers when a new company is added
New contact
Triggers when a new contact is created
New sales invoice
Triggers when a new sales invoice is created
New quote
Triggers when a new quote is created
All Actions - Actions are the automated tasks
Add company
Adds a new company
Add customer
Adds a new customer
Create document
Creates a new document
Send sales invoice
Sends a sales invoice to the specified email
Create contact
Creates a new contact
Create sales invoice
Creates a new sales invoice
Create estimate
Creates a new estimate
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
What is GoToAssist?
GoToAssist helps you create online support portals so customers have a quick, simple way to find answers and get help.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
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.
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