Integrate Productive with Moneybird
Send information between Productive and Moneybird automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Moneybird each time a new contact is created in Productive
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Moneybird each time a new contact is created in Productive.
How it works
- The flow triggers when a new contact is added in Productive.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Productive
Productive + Moneybird
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Supported triggers and actions
Integrate Productive and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booking created
Triggers when a new booking is created
Contact created
Triggers when a new contact is added
Deal created
Triggers when a new deal is created
Contract created
Triggers when a new contract is created
Task created
Triggers when a new task is created
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
Create contract
Creates a new contract
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create booking
Creates a new booking
Update project
Updates the details of an existing project
Update deal
Updates the details of an existing deal
Update contract
Updates the details of an existing contract
Update contact
Updates the details of an existing contact
Update booking
Updates the details of an existing booking
Update task
Updates the details of an existing task
Fetch contact
Fetches the details of an existing contact using ID
Fetch project
Fetches the details of an existing project using project ID
Fetch company
Fetches the details of an existing company using name
Fetch deal
Fetches the details of an existing deal using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch people
Fetches the details of the specified people
Fetch task
Fetches the details of an existing task using task ID
Create deal
Creates a new deal
Fetch booking
Fetches the details of an existing booking using ID
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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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