Connect Moneybird to Mem

Both apps 45Moneybird 29Mem 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
  Add collection

  Creates a new collection in Mem with a title and optional description.

• Action
  Add note to collection

  Adds an existing note to an existing collection. The note and collection content are not changed.

• Action
  Create Note (Advanced)

  Creates a note in Mem from markdown content, optionally with your own note ID, timestamps, and collections. The first line of the content becomes the note title.

• Action
  Delete collection

  Permanently deletes a Mem collection. Notes in it are not deleted.

• Action
  Delete note

  Permanently deletes a note from Mem. Deleted notes cannot be restored.

• Action
  Find collections by query

  Searches your Mem collections by free text and returns the most relevant matches.

• Action
  Find notes by query

  Searches your Mem notes by text, with optional filters for collections, dates, tasks and attachments, and returns the most relevant matches.

• Action
  Find related notes

  Returns up to 20 notes that are semantically related to the note you choose, ordered by similarity.

• Action
  Get collection

  Returns the details of a single Mem collection, including its title, description and note count.

• Action
  Get note

  Returns a single Mem note by its ID, including its title, markdown content, collections and timestamps.

• Action
  List collections

  Returns the collections in your Mem account, optionally filtered by creation or update time.

• Action
  List notes

  Returns the notes in your Mem account, optionally filtered by collection, creation or update dates, and note contents such as tasks, images or files.

• Action
  Mem It (Recommended)

  Sends any raw content (web page, email, transcript, text) to Mem, which processes it and saves it as notes in your knowledge base.

• Action
  Remove note from collection

  Removes a note from a collection. Both the note and the collection are kept.

• Action
  Update collection

  Renames a Mem collection or changes its description. Fields left blank stay unchanged.

• Action
  Update note

  Replaces the full markdown content of an existing Mem note. The first line of the content becomes the note's title.

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