Connect Accredible Certificates and Moneybird

Both apps 40Accredible Certificates 11Moneybird 29

• Trigger
  New Credential Published

  Triggers when a credential (certificate or badge) is published in Accredible, optionally limited to one group or recipient.

• Action
  Add evidence item

  Adds an evidence item (a file, link, video, grade or transcript) to an existing credential so it is shown on the recipient's certificate or badge page.

• Action
  Add reference

  Adds a reference (a testimonial from a teacher, manager, mentor or colleague) to an existing credential.

• Action
  Create Evidence - Transcript

  Adds a transcript to a credential as an evidence item, shown on the recipient's certificate or badge.

• Action
  Delete Credential

  Deletes a credential (certificate or badge) from your Accredible account and returns the record that was removed.

• Action
  Delete group

  Deletes a group (a course or achievement) from your Accredible account and returns the deleted group.

• Action
  Find Credentials

  Returns the credentials that match the criteria you supply, such as recipient email, recipient name, group, or issue date range.

• Action
  Generate credential PDF

  Generates a PDF of a published credential and returns a link to download it.

• Action
  Get credential

  Returns one credential by its id, including its recipient, group, custom attributes, evidence, references, skills and image links.

• Action
  Get group

  Returns a group (a course or achievement) with its course details, design, collections, earning criteria and skills.

• Action
  List credentials

  Returns every credential in your Accredible account, oldest first, optionally narrowed to one group, a publish state, a recipient or a date range.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Quote

  Triggers when a new quote is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add Attachment to New Document

  Creates a new document in the Moneybird inbox and attaches a file to it, ready to be classified as a purchase invoice or receipt.

• Action
  Add external sales invoice

  Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.

• Action
  Add payment to sales invoice

  Registers a payment against an existing Moneybird sales invoice.

• Action
  Add product

  /api/v2/{administration_id}/products.json - create a product.

• Action
  Add project

  /api/v2/{administration_id}/projects.json - create a project.

• Action
  Add time entry

  Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.

• Action
  Create Contact

  Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.

• Action
  Create Document

  Creates a new typeless document (a document whose type is not yet known, such as an uploaded receipt or bill) in a Moneybird administration.

• Action
  Create Quote

  Create a new quote

• Action
  Create Sales Invoice

  Create a new sales invoice

• Action
  Delete contact

  Deletes a contact from a Moneybird administration.

• Action
  Find Contact

  Returns the Moneybird contacts that match a free-text search (name, contact people, email, phone, customer id, tax number, chamber of commerce number, IBAN or address), optionally narrowed by filters.

• Action
  Find ledger accounts

  Returns the ledger accounts in a Moneybird administration whose name or account code contains the search text, optionally limited to one account type.

• Action
  Find products by criteria

  Returns the products in a Moneybird administration that match the search text and optional filters.

• Action
  Find sales invoices by criteria

  Returns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time.

• Action
  Find Tax Rate

  Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.

• Action
  Get contact

  Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.

• Action
  Get external sales invoice

  Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.

• Action
  Get project

  Returns one project in a Moneybird administration, including its name, state and budget.

• Action
  Get Quote

  Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.

• Action
  Get sales invoice

  Fetches a sales invoice by ID. An error occurs if the sales invoice is not found.

• Action
  Get time entry

  Returns one time entry in a Moneybird administration, including its description, times, project and contact.

• Action
  Get typeless document

  Returns one typeless document in a Moneybird administration, including its reference, contact and attachments.

• Action
  Send Sales Invoice

  Send a sales invoice

• Action
  Update contact

  Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value.

• Action
  Update sales invoice

  /api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.