Flexie CRM + Moneybird Integration

Connect Flexie CRM to Moneybird in 1 click

Integrate Flexie CRM + Moneybird For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Flexie CRM + Moneybird Workflows

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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Create Flexie CRM deal for new Moneybird sales invoice

Moneybird + Flexie CRM Integration

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Create Your Own Flexie CRM & Moneybird Integration Without Any Code

Create Custom Workflow

Universal trigger in Flexie CRM Instant
Contact is created in Moneybird Instant
Quote is created in Moneybird Instant
Sales invoice is created in Moneybird Instant
Sales invoice sent by email in Moneybird Instant

Create contact in Flexie CRM
Update contact in Flexie CRM
Search contact in Flexie CRM
Create deal in Flexie CRM
Update deal in Flexie CRM
Search deal in Flexie CRM
Update custom entity in Flexie CRM
Create account in Flexie CRM
Search account in Flexie CRM
Update account in Flexie CRM
Create custom entity in Flexie CRM
Search custom entity in Flexie CRM
Create lead in Flexie CRM
Search lead in Flexie CRM
Update lead in Flexie CRM
Create sales invoice in Moneybird
Send sales invoice in Moneybird
Create contact in Moneybird
Search contact in Moneybird
Create document in Moneybird
Add attachment to document in Moneybird
Create quote in Moneybird

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Integrate Flexie CRM & Moneybird In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Moneybird With 1200+ Other Apps

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.

See Flexie CRM Integrations

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.

See Moneybird Integrations