Connect Common Room and Moneybird

Both apps 42Common Room 13Moneybird 29

• Trigger
  Custom Fields List

  Triggers when a new contact custom field is added to the Common Room community.

• Trigger
  Segment Status List

  Triggers when a new status is added to the selected Common Room segment.

• Action
  Add Activity From Third Party Source

  Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type.

• Action
  Add Common Room Contact to Segment

  Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status.

• Action
  Add Organization From Third Party Source

  Adds an organization to a Common Room API source, or updates the organization previously added with the same domain.

• Action
  Add or Update a Contact Custom Field

  Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source.

• Action
  Add tag

  Creates a tag in Common Room, or returns the existing tag if one with the same name already exists.

• Action
  Delete tag

  Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted.

• Action
  Get tag

  Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to.

• Action
  List activity types

  Returns every activity type defined in your Common Room community, with its id and display name.

• Action
  List segments

  Returns all segments in the Common Room community, with each segment's id and name.

• Action
  List tags

  Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to.

• Action
  Update tag

  Renames a tag or changes its description. A deleted tag is restored when it is updated.

• 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.