Integrate Moneybird with Sansan
Send information between Moneybird and Sansan automatically, without writing any code, using Zoho Flow.
Build your own integrations between Moneybird and Sansan
Connect Moneybird and Sansan with over 1000+ 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 Sansan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
Card created
Triggers when a new card is created
Updated card
Triggers when the details of an existing card are updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send sales invoice
Sends a sales invoice to the specified email
Create document
Creates a new document
Create estimate
Creates a new estimate
Create sales invoice
Creates a new sales invoice
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
Fetch card
Fetches the details of an existing card by ID
Fetch tags
Fetches the list of tags for the specified card
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
What is Sansan?
Sansan is a cloud-based contact management system that lets you manage and share contacts and digitize business cards. You can add reminders and download your contact list to use elsewhere.
Similar apps
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.
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
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
