Connect Geekbot and Moneybird

Both apps 47Geekbot 18Moneybird 29

• Trigger
  New Report

  Triggers when a new standup report is submitted in Geekbot.

• Action
  Add out-of-office period

  Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date.

• Action
  Add poll

  Creates a one-shot Geekbot poll that posts a question with answer choices to a channel.

• Action
  Add standup

  Creates a new Geekbot standup with its questions, schedule and broadcast channel.

• Action
  Delete report

  Deletes a standup report you authored, removing its broadcast message if one was posted.

• Action
  Delete standup

  Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup.

• Action
  Get current user

  Returns the user who owns the connected API key, along with the team they belong to.

• Action
  Get poll

  Returns one poll you created, including its schedule, channel, members and optionally its questions.

• Action
  Get report

  Returns one submitted standup report, including who posted it, when, and the answer to each question.

• Action
  Get standup

  Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions.

• Action
  List out-of-office periods

  Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window.

• Action
  List polls

  Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date.

• Action
  List poll votes

  Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast.

• Action
  List reports

  Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user.

• Action
  List standups

  Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date.

• Action
  List teams

  Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user.

• Action
  Start Report

  Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued.

• Action
  Update standup

  Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup.

• 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.