Connect Moneybird and Bread & Butter

Both apps 58Moneybird 29Bread & Butter 29

• 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.

• Trigger
  New Authentication

  Triggers every time a user signs in.

• Trigger
  New Contact Us Submission

  Triggers when a user submits the Contact Us tool.

• Trigger
  New Custom User Event

  Triggers when a user subscribes to custom events, selected in the triggers section below.

• Trigger
  New Email Captured

  Triggers when a user enters their email address, or signs in with SSO for the first time.

• Trigger
  New Profile Verified

  Triggers when a user signs in for the first time.

• Action
  Add contact us submission

  Records a Contact Us submission from a visitor's device in a Bread & Butter app.

• Action
  Add event

  Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.

• Action
  Add form submission

  Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.

• Action
  Add lead list

  Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.

• Action
  Add tag

  Creates a new tag in a Bread & Butter app.

• Action
  Add user custom values

  Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.

• Action
  Create custom event definition

  Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.

• Action
  Create webhook

  Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.

• Action
  Delete tag

  Deletes a tag from a Bread & Butter app.

• Action
  Get credit balance

  Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.

• Action
  Get device profile

  Returns the sign-in options and the visitor's profile state for one registered device.

• Action
  Get lead list

  Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.

• Action
  Identify user

  Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.

• Action
  List app triggers

  Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.

• Action
  List custom event definitions

  Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.

• Action
  List Events

  Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.

• Action
  List lead lists

  Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.

• Action
  List tags

  Returns every tag defined in a Bread & Butter app, with each tag's id and name.

• Action
  List user events

  Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.

• Action
  List users

  Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.

• Action
  List user sessions

  Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.

• Action
  Record external authentication

  Records that a visitor signed in through your own login system, linking their device to the user with that email address.

• Action
  Register device

  Registers a new visitor device in a Bread & Butter app and returns its device ID.

• Action
  Update user lead status

  Updates a user's lead status in a Bread & Butter app by setting their lead status rank.

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