Connect monday.com and Moneybird

Both apps 66monday.com 37Moneybird 29

• Trigger
  Any Column Value Changed in Board

  Triggers when any column's value is changed in the selected board.

• Trigger
  Item Moved to Group (Same or Different Board)

  Triggers when an item is moved to a group (same or different board).

• Trigger
  New Board

  Triggers when a new board is created.

• Trigger
  New Item in Board

  Triggers when an item is created in a specific board.

• Trigger
  New Subitem on Board

  Triggers when a new subitem on a specific board is created.

• Trigger
  New Update in Board

  Triggers when a new update is posted on a board.

• Trigger
  New User

  Triggers when a new user joins your monday.com account.

• Trigger
  Specific Columns Values Changed in Board

  Triggers when one of the specified columns' value is changed in the selected board.

• Trigger
  Specific Column Value Changed in Board

  Triggers when a specific column's value changes in the selected board.

• Trigger
  Specific Subitem Column Value Changed in Board

  Triggers when a specific column's value changes in a subitem within the selected board.

• Action
  Archive Board

  Archives a board

• Action
  Archive Group

  Archives a specific group in a board

• Action
  Archive Item

  Archives an item

• Action
  Create Board

  Creates a new board

• Action
  Create Column

  Create a new column in board.

• Action
  Create Group

  Creates a new group in a board

• Action
  Create Item

  Create a new Item in a board

• Action
  Create Subitem

  Create a new subitem in a item with column values

• Action
  Create Update

  Create a new update.

• Action
  Delete Group

  Delete a specific group from a board

• Action
  Delete Item

  Delete an item from a board

• Action
  Duplicate Item

  Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

• Action
  Find Items

  Find items that match a specific value in a column

• Action
  Find Subitems

  Finds the subitems of a specific item on the board

• Action
  Find User by Name

  Search for a user by name using exact matching

• Action
  Get Board Values

  Returns the data for a all columns in the specific board

• Action
  Get Column Values

  Returns the data for a specific column in the board

• Action
  Get File Column Values

  Returns the data for a specific file column in the board

• Action
  Get Group Details

  Returns the group name for a specific board

• Action
  Get User Details

  Returns the details for a specific user

• Action
  Group Position

  Duplicate a group with its items

• Action
  List Boards

  Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).

• Action
  Move Item to Group

  Move an item to a different group

• Action
  Update Item

  Change multiple column values of an item

• Action
  Update Item Name

  Update an item's name

• Action
  Update Subitem

  Updates a update subitem on your board.

• Action
  Upload File to Specific Column

  Upload File To Specific Column

• 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.