Connect Corymbus and Moneybird

Both apps 40Corymbus 11Moneybird 29

• Trigger
  New Activity

  Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user.

• Trigger
  New Contact

  Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner.

• Action
  Add activity

  Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity.

• Action
  Connect entities

  Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account.

• Action
  Create Account

  Creates a new account (company) in Corymbus CRM and returns the created account.

• Action
  Create Contact

  Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact.

• Action
  Create Opportunity

  Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date.

• Action
  Find Account

  Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches.

• Action
  Find activities

  Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities.

• Action
  Find contacts

  Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner.

• Action
  Find opportunities

  Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period.

• 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.