--- title: "Connect Mixmax and Moneybird - APIANT.ai" description: "When \"New message sent\" fires in Mixmax, your agent runs \"Add external sales invoice\" in Moneybird." canonical: "https://apiant.ai/connect/mixmax-to-moneybird" --- # Connect Mixmax and Moneybird When **New message sent** fires in [Mixmax](https://apiant.ai/connections/mixmax), your agent runs **Add external sales invoice** in [Moneybird](https://apiant.ai/connections/moneybird), or **New Contact** in Moneybird to **Add contact** in Mixmax. Describe the whole flow and it is built, tested on every scenario and kept running. Mixmax **1** trigger Mixmax **13** actions Moneybird **3** triggers Moneybird **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Mixmax and Moneybird to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Mixmax and Moneybird can do together ### From Mixmax to Moneybird - When **New message sent** in Mixmax then **Add external sales invoice** in Moneybird - When **New message sent** in Mixmax then **Add payment to sales invoice** in Moneybird ### From Moneybird to Mixmax - When **New Contact** in Moneybird then **Add contact** in Mixmax - When **New Quote** in Moneybird then **Send message** in Mixmax Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Mixmax and Moneybird ## Triggers and actions 4 triggers · 39 actions - Trigger **New message sent** Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped. - Action **Add contact** Creates a Mixmax contact, or updates your existing contact with the same email address. - Action **Add sequence recipient** Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added. - Action **Add unsubscribe** Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them. - Action **Find sequences by name** Returns the Mixmax sequences whose name matches the text you supply. - Action **Get message** Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found. - Action **List calls** Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace. - Action **List contacts** Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account. - Action **List messages** Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first. - Action **List sequence recipients** Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity. - Action **List sequences** Returns the Mixmax sequences you can access, optionally filtered by name or folder. - Action **List tasks** Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted. - Action **List templates** Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner. - Action **Send message** Sends a saved Mixmax draft message, optionally updating its properties first. The message is queued and delivered shortly after. - 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. ## Each app on its own - [ **Mixmax** Mixmax’s mission is to do the impossible with email including scheduling meetings, completing surveys...](https://apiant.ai/connections/mixmax) - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) Reviews ## What our customers say ## More from Mixmax - [ **Mixmax to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mixmax-to-salesforce) - [ **Mixmax to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mixmax-to-slack) - [ **Mixmax to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mixmax-to-stripe) - [ **Mixmax to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mixmax-to-shopify) - [ **Mixmax to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mixmax-to-quickbooks-online) - [ **Mixmax to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mixmax-to-pipedrive) ## More into Moneybird - [ **HubSpot to Moneybird** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-moneybird) - [ **Google Sheets to Moneybird** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-moneybird) - [ **Gmail to Moneybird** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moneybird) - [ **Google Calendar to Moneybird** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moneybird) - [ **Google Drive to Moneybird** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-moneybird) - [ **Mailchimp to Moneybird** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-moneybird) Questions ## Mixmax and Moneybird, answered ### ### What can start an automation from Mixmax? Any of Mixmax's 1 trigger in the catalog, including New message sent. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Moneybird when something happens in Mixmax? Any of Moneybird's 26 actions, including Create Contact, Create Document, Create Quote and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Moneybird to Mixmax? Yes. When something happens in Moneybird, your agent can act in Mixmax too. This page covers both directions: Moneybird's triggers and Mixmax's actions are listed here as well. ### ### Do I have to build a connector for Mixmax or Moneybird? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Mixmax and Moneybird without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.