Connect Moneybird and OnceHub

Both apps 61Moneybird 29OnceHub 32

• 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
  Booking Canceled

  Triggers when a OnceHub booking is canceled by the customer or by someone on your team.

• Trigger
  Booking Cancelled and Rescheduled

  Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.

• Trigger
  Booking Completed

  Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.

• Trigger
  Booking Lifecycle Event

  Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.

• Trigger
  Booking No-Show

  Triggers when a OnceHub booking is marked as a no-show.

• Trigger
  Booking Rescheduled

  Triggers when a OnceHub booking is rescheduled to a new time.

• Trigger
  Booking Scheduled

  Triggers when a new OnceHub booking is scheduled.

• Trigger
  Contact Captured

  Triggers when a new contact is captured in OnceHub.

• Trigger
  Contact Lifecycle Event

  Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.

• Trigger
  Contact Updated

  Triggers when an existing OnceHub contact is updated.

• Trigger
  Conversation Abandoned

  Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.

• Trigger
  Conversation Closed

  Triggers when a OnceHub chatbot conversation is closed.

• Trigger
  Conversation Lifecycle Event

  Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.

• Trigger
  Conversation Started

  Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.

• Trigger
  Reassigned Booking

  Triggers when a OnceHub booking is reassigned to a different host.

• Action
  Cancel Booking

  Cancels a OnceHub booking, optionally with a reason and without emailing the customer.

• Action
  Create Contact

  Creates a new contact in OnceHub. Give at least an email address or a mobile number.

• Action
  Create One-Time Booking Link

  Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.

• Action
  Delete Contact

  Deletes a contact from OnceHub.

• Action
  Find Contact

  Finds a OnceHub contact by email address.

• Action
  Get Available Time Slots

  Returns the open meeting times on a OnceHub booking calendar for the window you choose.

• Action
  Get Booking Calendar

  Returns one OnceHub booking calendar with its host, public link and meeting length.

• Action
  Get Booking Details

  Returns one OnceHub booking with its time, customer details and booking form answers.

• Action
  Get Contact

  Returns one OnceHub contact with its details and custom fields.

• Action
  Get Contact's Future Meetings

  Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.

• Action
  List Booking Calendars

  Lists the booking calendars in your OnceHub account.

• Action
  List Bookings

  Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.

• Action
  List Contacts

  Lists the contacts in your OnceHub account, with optional email and date filters.

• Action
  Mark Booking as No-Show

  Marks a OnceHub booking as a no-show.

• Action
  Reassign Booking

  Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.

• Action
  Request Reschedule

  Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.

• Action
  Update Contact

  Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

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