Connect Loopy Loyalty and Moneybird

Both apps 45Loopy Loyalty 16Moneybird 29

• Trigger
  Reward Earned

  Triggers when a customer earns a reward on their loyalty card.

• Trigger
  Reward Forfeited

  Triggers when a reward is forfeited because stamps were deducted from a customer's loyalty card.

• Action
  Add campaign

  Creates a new loyalty campaign (stamp card design) in Loopy Loyalty and returns its id.

• Action
  Add location

  Creates a new store location on your Loopy Loyalty account, used for location-based lock-screen messages on customer cards.

• Action
  Delete campaign

  Permanently deletes a loyalty campaign, invalidating all of its cards and data.

• Action
  Delete card

  Permanently deletes a customer's loyalty card and its data.

• Action
  Enroll Customer

  Enrolls a customer in a loyalty card programme and returns their new card ID and the link to install the card.

• Action
  Find a Customer

  Returns a customer's loyalty card by its card ID, including stamp and reward totals and the customer's details.

• Action
  Find a Customer by Unique Id

  Finds a customer's loyalty card by their email, phone or other unique value.

• Action
  Get campaign

  Returns a loyalty campaign's full details, including its rewards, design, locations and enrolment fields.

• Action
  Get card

  Returns a loyalty card by its ID, including the customer's details, stamp and reward progress, and optionally its rewards and events.

• Action
  List campaigns

  Returns all loyalty campaigns in the Loopy Loyalty account.

• Action
  List locations

  Returns all the store locations set up on your Loopy Loyalty account, with their names, addresses and coordinates.

• Action
  Send Individual Push Message

  Sends a push message to one customer's loyalty card.

• Action
  Send Push Messages

  Sends a push message to every holder of a campaign's loyalty card.

• Action
  Update campaign

  Updates an existing loyalty campaign's settings, such as its name, rewards, design, expiry and business details. Only the fields you fill in are changed.

• 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.