Connect Moneybird to Attentive

Both apps 42Moneybird 29Attentive 13

• 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.

• Action
  Add to Cart

  Records that a shopper added a product to their cart in Attentive, so cart-abandonment journeys can fire.

• Action
  Custom Attributes

  Sets custom attributes (such as age, birthday or favorite team) on an Attentive user identified by phone, email, or external identifier.

• Action
  Custom Events

  Sends a custom event (such as "Order Shipped") for a user to Attentive, which can trigger Journeys.

• Action
  Delete Request

  Creates a privacy (CCPA) deletion request that deletes a subscriber within thirty days, identified by email, phone or client user id.

• Action
  Get Custom Attributes for a User

  Returns all custom attributes (name and value) stored on an Attentive user, looked up by phone number or email.

• Action
  Get Subscription Eligibility for a User

  Returns the subscription types and channels (SMS or email) a subscriber is eligible to receive messages on, looked up by phone number or email.

• Action
  Identity

  Associates a client user identifier or custom identifiers with an Attentive subscriber identified by phone, email, Shopify ID or Klaviyo ID.

• Action
  Lookup Product Catalog Ingestion

  Returns the status, validation errors and product counts of a product catalog upload.

• Action
  Product View

  Records that a shopper viewed one or more products in Attentive, so product-view journeys can fire.

• Action
  Purchase

  Records a purchase (order) event for a shopper in Attentive so it can trigger purchase-based journeys.

• Action
  Subscribe User

  Opts a person in to Attentive text or email subscriptions by phone or email, using a sign-up unit or a locale and subscription type.

• Action
  Unsubscribe Subscriptions for a User

  Unsubscribes a user (by phone or email) from specific Attentive subscription types and channels, or from all subscriptions when none are given.

• Action
  View Recent Catalog Uploads

  Returns your recent product catalog uploads with their ingestion status, product counts and validation errors, newest first.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.