Connect Coworks and Moneybird

Both apps 46Coworks 17Moneybird 29

• Trigger
  Contact Updated

  Triggers when a contact in your Coworks CRM is created or changed.

• Trigger
  CRM Entry Updated

  Triggers when a CRM contact or lead is added or changed in Coworks.

• Trigger
  Lead Updated

  Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail.

• Trigger
  Member Deactivate

  Triggered when a member is deactivated and is no longer an active member.

• Trigger
  Member Updated

  Triggers when a member is added or any of a member's details change.

• Trigger
  New Checkin

  Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community.

• Trigger
  New Contact

  Triggered when a new contact is created in your Coworks CRM.

• Trigger
  New CRM Entry

  Triggered when a new CRM entry, either a contact or a lead, is created.

• Trigger
  New Lead

  Triggers when a new lead is created in the Coworks CRM.

• Trigger
  New Member

  Triggered when a new member is created in your Coworks community.

• Action
  Get room occupancy

  Returns the rooms at a campus with their occupancy, optionally limited to one room type.

• Action
  List active memberships

  Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included.

• Action
  List checkins

  Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name.

• Action
  List CRM contacts and leads

  Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date.

• Action
  List members

  Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members.

• Action
  List rooms

  Returns the rooms at a campus, optionally narrowed to one room type.

• Action
  List teams

  Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date.

• 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.