Integrate GoToAssist with Moneybird

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

Build your own integrations between GoToAssist and Moneybird

Connect GoToAssist and Moneybird with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate GoToAssist and Moneybird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Incident occurred

Triggers when a new incident occurs

User added

Triggers when a new user is added

Customer added

Triggers when a new customer is added

Company added

Triggers when a new company is added

New sales invoice

Triggers when a new sales invoice is created

New quote

Triggers when a new quote is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add customer

Adds a new customer

Add company

Adds a new company

Send sales invoice

Sends a sales invoice to the specified email

Create contact

Creates a new contact

Create estimate

Creates a new estimate

Create document

Creates a new document

Create sales invoice

Creates a new sales invoice

Fetch product

Fetches a product by description

Fetch contact

Fetches a contact by email

What is GoToAssist?

GoToAssist helps you create online support portals so customers have a quick, simple way to find answers and get help.

Customer Support

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.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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