Moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
In development
Cataloged and scoped, not yet available to run in production.
- 21
- actions
Integrations
View provider documentationActions
Operations this integration can perform.
Add Note to Contact
Tool to add a note or to-do to a contact. Use when you need to record a comment or assign a task to a contact.
Archive Contact
Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
Create Moneybird Contact
Tool to create a new contact in Moneybird. Use after you have an administration ID and need to onboard a new company/person. Provide either company_name or both firstname and lastname.
Create Contact Person
Tool to create a new contact person. Use when you have the contact ID and need to add a person after confirming their firstname and lastname.
Create Sales Invoice
Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
Delete Contact
Tool to delete a contact. Use after confirming that contact should be removed.
Delete Contact Note
Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
Delete Contact Person
Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
Triggers
Events that start workflows from this integration.
Contact Created
Triggers when a new contact is created in Moneybird.
Payment Registered
Triggers when a payment is registered in Moneybird.
Sales Invoice Paid
Triggers when a sales invoice's state changes to 'paid'.
Related integrations
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