Freshservice + Moneybird Integration

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Create Your Own Freshservice & Moneybird Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Ticket is created in Freshservice
Triggers the automation whenever a new ticket is created
Ticket is updated in Freshservice
Triggers the automation whenever a ticket is modified
Requester is created in Freshservice
Triggers the automation whenever a new requester is created
Requester is updated in Freshservice
Triggers the automation whenever a requester is updated
Contact is created in Moneybird
Triggers the automation whenever a new contact is created
Instant
Quote is created in Moneybird
Triggers the automation whenever a new quote is created
Instant
Sales invoice is created in Moneybird
Triggers the automation whenever a sales invoice is created
Instant
Sales invoice sent by email in Moneybird
Triggers the automation whenever a sales invoice is sent by email
Instant

Create ticket in Freshservice
Automatically generates a new ticket
Create requester in Freshservice
Automatically generates new requester profiles with particular parameters
Get requester by ID in Freshservice
Automatically retrieves a requester's information using their unique ID
Get agent by ID in Freshservice
Get group by ID in Freshservice
Automatically retrieves a group by its ID
Create sales invoice in Moneybird
Automatically generates a new sales invoice with pre-filled details
Send sales invoice in Moneybird
Automatically sends a sales invoice
Create contact in Moneybird
Automatically adds a new contact to the database
Search contact in Moneybird
Automatically finds and retrieves contact information
Create document in Moneybird
Automatically generates a new document
Add attachment to document in Moneybird
Automatically include attachments in the particular document
Create quote in Moneybird
Automatically generates a new quote with pre-filled information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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You Can Also Connect Freshservice or Moneybird With 1200+ Other Apps

Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.

See Freshservice 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