Connect Moneybird to Luma

Both apps 46Moneybird 29Luma 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
  Add guests

  Adds one or more guests to a Luma event, optionally assigning ticket types, an approval status, and whether Luma emails them. Returns any guests Luma skipped.

• Action
  Add host

  Adds a host to a Luma event, as a manager or as check-in staff, by email address.

• Action
  Add ticket type

  Creates a new ticket type (free or paid) for a Luma event. Paid ticket types require the calendar to have a connected Stripe account.

• Action
  Apply contact tag

  Applies a contact tag to existing contacts on your Luma calendar, identified by user ID or email. Does not create new contacts.

• Action
  Block contact

  Blocks a contact on your Luma calendar so they can't follow it or join its events, and stop receiving your invites and newsletters.

• Action
  Cancel event

  Cancels a Luma event. The event is permanently deleted, all guests are notified, and paid guests can optionally be refunded.

• Action
  Create Calendar Person

  Adds a person to your Luma calendar as a contact by email, optionally with a name and contact tags, so you can invite them to events and send newsletters.

• Action
  Get calendar

  Returns the details of the Luma calendar your connected API key belongs to, including its name, URL, location, social handles and default event settings.

• Action
  Get event

  Returns the details of a Luma event, including its schedule, location, visibility, hosts and, for events you manage, guest counts by status.

• Action
  Get guest

  Returns one guest of a Luma event, looked up by guest ID, ticket key, guest key or email, including their approval status, registration answers and tickets.

• Action
  Import contacts

  Imports contacts into your Luma calendar so you can invite them to events and send them newsletters, optionally tagging them.

• Action
  List contacts

  Returns the contacts (people) on your Luma calendar, optionally filtered by a name/email search, tags or membership status.

• Action
  List events

  Returns the events on your Luma calendar, optionally filtered by date range, submission status, platform and access level.

• Action
  List guests

  Returns the guests who have registered for or been invited to a Luma event, with their approval status, contact details, registration answers and tickets.

• Action
  List ticket types

  Returns every ticket type set up for a Luma event, including its name, price and capacity.

• Action
  Send invites

  Sends people an email invite (and an SMS if their phone is linked to Luma) to a Luma event. Returns any invitees who were skipped because they unsubscribed, were removed, or are blocked.

• Action
  Update guest status

  Changes a guest's registration status for a Luma event — approve (Going), decline, move back to pending approval, or waitlist — optionally refunding a paid guest and adding a personal note to the notification email.

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