Connect Moneybird to ConvertAPI PDF Tools

Both apps 46Moneybird 29ConvertAPI PDF Tools 17

• 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
  Advanced: Convert File

  Convert files between formats (e.g., PDF, DOCX, JPG) automatically. Use this to standardize files from uploads, emails, or cloud storage.

• Action
  Combine or Merge PDF Files

  Merge multiple PDF files into a single document. Perfect for combining reports, invoices, contracts or other documents.

• Action
  Compress PDF

  Reduce PDF file size up to 90% while preserving quality. Perfect for email attachments, uploads, or storage optimization.

• Action
  Email to PDF

  Convert email files (MSG, EML) into PDF documents. Great for archiving emails or sharing them in a universal format.

• Action
  Images to PDF

  Combine images (JPG, PNG, etc.) into a single PDF document. Great for scans, receipts, or generating reports from images.

• Action
  Office to PDF

  Convert Office files (DOCX, XLSX, PPTX) into PDF format. Useful for sharing documents in a consistent, print-ready format.

• Action
  PDF to DOCX

  Convert PDFs into editable Word (DOCX) documents. Useful for editing contracts, reports, or scanned documents.

• Action
  PDF to PDF/A

  Convert PDFs to PDF/A format for long-term archiving. Ideal for compliance, legal storage, and document preservation.

• Action
  PDF to PNG

  The API for converting PDF documents to PNG images. Each PDF page will be converted to separate png image. Useful for previews, thumbnails, or sharing individual pages.

• Action
  PDF to PPTX

  Convert PDFs into editable PowerPoint (PPTX) presentations. Ideal for reusing content in slides or presentations.

• Action
  PDF to XLSX

  Extract tables from PDFs into Excel (XLSX) format. Great for working with financial data, reports, or structured tables.

• Action
  Protect PDF

  Add password protection to secure PDF documents. Useful for protecting sensitive files before sharing or storing.

• Action
  Redact PDF

  Remove or mask sensitive information in PDF documents. Useful for compliance, privacy, and secure document sharing.

• Action
  Repair PDF

  Fix corrupted or damaged PDF files automatically. Helpful when dealing with broken downloads or failed file transfers.

• Action
  WEB to JPG

  Convert web pages into JPG images from a URL. Useful for previews, sharing snapshots, or visual archives.

• Action
  WEB to PDF

  Convert any web page into a PDF using its URL. Great for saving invoices, articles, or dashboards automatically.

• Action
  WEB to PNG

  Convert web pages into PNG images from a URL. Ideal for high-quality screenshots or design references.

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