Connect Attio and Moneybird

Both apps 49Attio 20Moneybird 29

• Trigger
  List Entry Created

  Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.

• Trigger
  List Entry Deleted

  Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.

• Trigger
  List Entry Updated

  Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.

• Trigger
  Record Created

  Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.

• Trigger
  Record Deleted

  Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.

• Trigger
  Record Updated

  Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.

• Trigger
  Task Created

  Triggers when a new task is created in Attio, giving you the new task's ID and who created it.

• Action
  Create List Entry

  Adds a record to an Attio list as a new list entry and returns the entry.

• Action
  Create Note

  Creates a note on an Attio record and returns the new note.

• Action
  Create or Update List Entry by Parent Record

  Adds a record to an Attio list, or updates its existing entry if it is already on the list.

• Action
  Create or Update Record

  Creates a record in Attio, or updates the existing record that matches on the chosen field.

• Action
  Create Record

  Creates a new record on the chosen Attio object and returns it.

• Action
  Create Storage Location

  Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.

• Action
  Create Task

  Creates a task in Attio, optionally linked to a record and assigned to a workspace member.

• Action
  Delete List Entry

  Removes an entry from an Attio list.

• Action
  Find List Entries

  Returns the entries on an Attio list.

• Action
  Find Records

  Searches records on the chosen Attio object and returns the matches.

• Action
  Update List Entry

  Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.

• Action
  Update Record

  Updates the field values on an existing Attio record. Fields you leave blank are left untouched.

• Action
  Update Task

  Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.

• 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.