Connect EFC Aquila and Moneybird

Both apps 46EFC Aquila 17Moneybird 29

• Trigger
  Assessment Query

  Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.

• Trigger
  Birthday

  Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.

• Trigger
  Classes Attended

  Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.

• Trigger
  Did Not Show

  Triggers when a member booked onto a class or event today is marked absent (did not show).

• Trigger
  Expired Member

  Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.

• Trigger
  Member Query

  Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.

• Trigger
  New Appointment

  Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.

• Trigger
  New Lead

  Triggers when a new lead (prospective member) is registered at the selected Location.

• Trigger
  New Member

  Triggers when a member enrols at the selected Location (school).

• Action
  Add Lead

  Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.

• Action
  Book Session

  Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.

• Action
  Create Appointment

  Creates a one-on-one appointment with a member at a location, optionally as a recurring series.

• Action
  Create Note

  Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.

• Action
  Enrol Member

  Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.

• Action
  Send Email

  Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.

• Action
  Send SMS

  Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.

• Action
  Send Template

  Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.

• 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.