Connect Moneybird to Clearout

Both apps 45Moneybird 29Clearout 16

• 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
  Autocomplete company domain

  Finds the website domains matching a company name, with logo and confidence score.

• Action
  Check free email address

  Checks whether an email address belongs to a free mail service such as Gmail, Yahoo!, AOL or Mail.ru.

• Action
  Domain – Check Domain Expiry

  Convenience API to return the domain's expiry date time. Useful to monitor and alert the domain owner

• Action
  Domain – Find MX Records

  Convenience API to find and return the MX records for a domain in higher priority order

• Action
  Domain – Find WHOIS Record

  Convenience API to find and return the Whois record for the domain in JSON format

• Action
  Email – Check Business Address

  Determine whether an email address belongs to Business or Work or Professional.

• Action
  Email – Check CatchAll

  Determine email address is accept-all or not.

• Action
  Email – Check Disposable Address

  Determine email address is throw away or short live address

• Action
  Email – Check Role-Based Address

  Determine email address is role or group (postmaster, support, sales, etc.) account instead of a person

• Action
  Email – Find Email Address

  Retrieve verified email address from a person's name and a company.

• Action
  Email – Verify Email Address

  Verifies a single email address in real time with Clearout's Instant Verify and returns its status, safe-to-send verdict and detailed flags.

• Action
  Find company by domain

  Looks up the company behind a domain name and returns its name, LinkedIn page, logo and address.

• Action
  Find contact by LinkedIn profile

  Reverse-lookup contact/lead details from a LinkedIn profile URL.

• Action
  Find LinkedIn profile by email

  Reverse-lookup a LinkedIn profile and lead info from an email address.

• Action
  Get account credits

  Returns the Clearout account's total remaining credits, with a breakdown by subscription, pay-as-you-go and bonus credits.

• Action
  Validate name

  Checks whether a person's name looks legitimate, flagging gibberish and profanity.

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