Connect Benchmark Email Classic and Moneybird

Both apps 45Benchmark Email Classic 16Moneybird 29

• Trigger
  Email Opened

  Triggers when a contact opens the selected email campaign.

• Trigger
  Link Clicked

  Triggers when a contact clicks a link in the selected email campaign.

• Trigger
  New Contact

  Triggers when a new contact is added to the selected Benchmark Email contact list.

• Trigger
  New Contact in Segment

  Triggers when a contact is added to the selected segment.

• Trigger
  New List

  Triggers when a new contact list is created in your Benchmark Email account.

• Trigger
  New Unsubscriber

  Triggers when a contact unsubscribes from the selected email campaign.

• Action
  Add Contact to List

  Adds a contact to a Benchmark Email contact list.

• Action
  Add list

  Creates a new contact list in Benchmark Email.

• Action
  Delete contact

  Deletes a contact from a Benchmark Email contact list.

• Action
  Find Contact

  Finds contacts by email address across all lists, returning each list membership found.

• Action
  Get contact

  Returns the details of one contact in a contact list, including its name, email, opt-in info and custom field values.

• Action
  Get email

  Returns the details of an email campaign, including its subject, sender, contact lists and content.

• Action
  List contacts

  Returns the contacts in a Benchmark Email contact list, optionally filtered by a search value or status.

• Action
  List emails

  Returns the email campaigns in the Benchmark Email account, optionally filtered and sorted.

• Action
  List lists

  Returns the contact lists in the Benchmark Email account.

• Action
  Unsubscribe Contact

  Unsubscribes a contact by moving them from a list to the account's Do Not Contact (master unsubscribe) list.

• 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.