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Moneybird Integration

Moneybird API Operations

Browse all 21 operations available for Moneybird workflow automation.

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accounting

21 operations
ActionMONEYBIRD_ADD_NOTE_TO_CONTACT

Add Note to Contact

Tool to add a note or to-do to a contact.

3 input
ActionMONEYBIRD_ARCHIVE_CONTACT

Archive Contact

Tool to archive a contact.

2 input
ActionMONEYBIRD_CREATE_CONTACT_PERSON

Create Contact Person

Tool to create a new contact person.

3 input
ActionMONEYBIRD_CREATE_CONTACT

Create Moneybird Contact

Tool to create a new contact in Moneybird.

29 input
ActionMONEYBIRD_CREATE_SALES_INVOICE

Create Sales Invoice

Tool to create a new sales invoice.

2 input
ActionMONEYBIRD_DELETE_CONTACT

Delete Contact

Tool to delete a contact.

2 input
ActionMONEYBIRD_DELETE_CONTACT_NOTE

Delete Contact Note

Tool to delete a note from a contact.

3 input
ActionMONEYBIRD_DELETE_CONTACT_PERSON

Delete Contact Person

Tool to delete a contact person from a contact.

3 input
ActionMONEYBIRD_FILTER_CONTACTS

Filter Contacts

Tool to filter contacts.

7 input
ActionMONEYBIRD_GET_ADDITIONAL_CHARGES

Get Additional Charges

Tool to get additional charges for a contact.

3 input
ActionMONEYBIRD_GET_CONTACT

Get Contact

Tool to retrieve all information about a specific contact by ID.

3 input
ActionMONEYBIRD_GET_CONTACT_PERSON

Get Contact Person

Tool to get all information about a contact person.

3 input
ActionMONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID

Get Contact by Customer ID

Tool to retrieve full contact details by customer ID.

2 input
ActionMONEYBIRD_GET_SALES_INVOICE

Get Sales Invoice

Tool to get a single sales invoice by ID.

2 input
ActionMONEYBIRD_LIST_ADMINISTRATIONS

List Administrations

Tool to list all administrations accessible by the authenticated user.

ActionMONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION

List Contacts Synchronization

Tool to list all contact IDs and versions for synchronization.

3 input
ActionMONEYBIRD_LIST_SALES_INVOICES

List Sales Invoices

Tool to list all sales invoices in an administration.

4 input
ActionMONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL

Request Payments Mandate URL

Tool to request a URL for setting up a Payments mandate.

3 input
ActionMONEYBIRD_UPDATE_CONTACT

Update Contact

Tool to update a contact.

3 input
ActionMONEYBIRD_UPDATE_CONTACT_PERSON

Update Contact Person

Tool to update a contact person.

8 input
ActionMONEYBIRD_UPDATE_SALES_INVOICE

Update Sales Invoice

Tool to update an existing sales invoice by ID.

3 input