Connect Moneybird to Botdog

Both apps 59Moneybird 29Botdog 30

• 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 blacklist

  Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.

• Action
  Add campaign

  Creates a new outreach campaign in Botdog, optionally with a start and end date.

• Action
  Add Contact to a Campaign

  Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.

• Action
  Add leads to blacklist

  Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.

• Action
  Add leads to campaign

  Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.

• Action
  Add leads to list

  Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.

• Action
  Add list

  Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.

• Action
  Add snippet

  Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.

• Action
  Archive campaign

  Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.

• Action
  Delete campaign

  Deletes a Botdog campaign. It disappears immediately and is removed in the background.

• Action
  Delete snippet

  Deletes one of your own message snippets in Botdog.

• Action
  Get campaign

  Returns one Botdog campaign by id, with its name, status, owner and schedule.

• Action
  Get campaign sequence

  Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.

• Action
  Get campaign statistics

  Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.

• Action
  Get lead

  Returns one lead by id, including profile details, campaign status and the lead's full event history.

• Action
  Get list

  Returns one Botdog lead list by id, with its name and lead count.

• Action
  List campaign leads

  Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.

• Action
  List campaigns

  Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.

• Action
  List leads

  Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.

• Action
  List leads in list

  Returns the leads in a Botdog lead list.

• Action
  List paused campaign activities

  Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.

• Action
  List snippets

  Returns the message snippets visible to the connected Botdog user, both personal and team-shared.

• Action
  Pause campaign activities

  Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.

• Action
  Remove leads from blacklist

  Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.

• Action
  Remove leads from list

  Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.

• Action
  Resume campaign activities

  Resumes specific activity types on a Botdog campaign that were paused individually.

• Action
  Stop lead

  Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.

• Action
  Update campaign

  Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.

• Action
  Update lead

  Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.

• Action
  Update snippet

  Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

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