Moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
21 actionsSign in with Moneybird
What your bot can do in Moneybird
Looks up
- Filter ContactsFilter contacts.
- Get Additional ChargesGet additional charges for a contact.
- Get ContactRetrieve all information about a specific contact by id.
- Get Contact by Customer IDRetrieve full contact details by customer id.
- Get Contact PersonGet all information about a contact person.
- Get Sales InvoiceGet a single sales invoice by id.
- List AdministrationsList all administrations accessible by the authenticated user.
- List Contacts SynchronizationList all contact ids and versions for synchronization.
- List Sales InvoicesList all sales invoices in an administration.
Takes action
- Add Note to ContactAdd a note or to-do to a contact.
- Archive ContactArchive a contact.
- Create Contact PersonCreate a new contact person.
- Create Moneybird ContactCreate a new contact in moneybird.
- Create Sales InvoiceCreate a new sales invoice.
- Delete ContactDelete a contact.
- Delete Contact NoteDelete a note from a contact.
- Delete Contact PersonDelete a contact person from a contact.
- Request Payments Mandate URLRequest a url for setting up a payments mandate.
- Update ContactUpdate a contact.
Show 2 more
- Update Contact PersonUpdate a contact person.
- Update Sales InvoiceUpdate an existing sales invoice by id.
