Flexie CRM + Moneybird Integration

Connect Flexie CRM to Moneybird in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Moneybird
    Contact is created in Moneybird Instant
  • Moneybird
    Quote is created in Moneybird Instant
  • Moneybird
    Sales invoice is created in Moneybird Instant
  • Moneybird
    Sales invoice sent by email in Moneybird Instant
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2.

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Ready Workflows Ready Workflows   for Flexie CRM + Moneybird Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Moneybird + Flexie CRM Integration

Create Flexie CRM contact for new Moneybird contact

If you are using Moneybird, then you may want to also use Flexie CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding contact will be created in Flexie CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Automations

Top 10 Most Popular Flexie CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row

Top 10 Most Popular Moneybird Automations from
Integrately Community

Most popularmost-popular-automations
01
WHMCS logo
Moneybird logo
Create Moneybird contact for new WHMCS contact
02
Stripe logo
Moneybird logo
Create Moneybird sales invoice for new Stripe charge
03
Shopify logo
Moneybird logo
Create Moneybird sales invoice for new Shopify order
04
ThriveCart logo
Moneybird logo
Create Moneybird sales invoice for new ThriveCart purchase
05
Moneybird logo
PerfexCRM logo
Create PerfexCRM customer from new Moneybird sales invoice
cloud
Moneybird
app integration
06
Moneybird logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Moneybird sales invoice
07
Squarespace logo
Moneybird logo
Create Moneybird sales invoice for new Squarespace order
08
Gift Up!  logo
Moneybird logo
Create Moneybird sales invoice for new Gift Up! order
09
Convertu logo
Moneybird logo
Create Moneybird sales invoice for new Convertu order
10
DNA Super Systems logo
Moneybird logo
Create Moneybird sales invoice for new DNA Super Systems order
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Moneybird With 1400+ Other Apps

Flexie CRM
Flexie CRM
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
Moneybird
Moneybird
Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.