Connect Moneybird and PostStack

Both apps 67Moneybird 29PostStack 38

• 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
  Contact Deleted (instant)

  Fires when a contact is deleted (event: contact.deleted).

• Trigger
  Contact Updated (instant)

  Fires when a contact is updated (event: contact.updated).

• Trigger
  Email Bounced (instant)

  Fires when an email bounces (event: email.bounced).

• Trigger
  Email Delivered (instant)

  Fires when an email is delivered (event: email.delivered).

• Trigger
  New Contact (instant)

  Fires when a contact is created (event: contact.created).

• Trigger
  New Inbound Email

  Polls for newly received inbound emails.

• Trigger
  New Sent Email (instant)

  Fires when an email is sent (event: email.sent).

• Action
  Add a broadcast

  Create a new marketing broadcast.

• Action
  Add a contact

  Create a new contact.

• Action
  Add a segment

  Create a new manual contact segment.

• Action
  Add a template

  Create a new email template.

• Action
  Add contacts to segment

  Add contacts to an existing segment.

• Action
  Add suppression

  Add an address to the suppression list.

• Action
  Cancel broadcast

  Cancel an in-flight broadcast.

• Action
  Cancel email

  Cancel a scheduled or queued email before it sends.

• Action
  Delete a contact

  Delete a contact.

• Action
  Delete a template

  Delete an email template.

• Action
  Get a contact

  Fetch one contact by ID.

• Action
  Get a template

  Fetch one email template by ID.

• Action
  Get broadcast

  Retrieve one broadcast by its public id, including the HTML and text bodies that the list endpoint omits.

• Action
  Get email

  Fetch one sent or queued email by ID.

• Action
  Get email events

  Get the delivery event timeline for one email.

• Action
  Get inbound email

  Fetch one received inbound email by ID.

• Action
  Import contacts

  Bulk-import a CSV list of contacts.

• Action
  List broadcasts

  List marketing broadcasts.

• Action
  List contacts

  List contacts in the account.

• Action
  List emails

  List sent, queued, and scheduled emails.

• Action
  List inbound emails

  List emails received via inbound parsing.

• Action
  List segments

  List contact segments.

• Action
  List suppressed addresses

  List addresses on the suppression list.

• Action
  List templates

  List email templates.

• Action
  Send an email

  Send a transactional email through PostStack.

• Action
  Send broadcast

  Start sending a broadcast to its recipients.

• Action
  Send emails in batch

  Send up to 100 emails in a single request.

• Action
  Update a contact

  Update an existing contact's fields.

• Action
  Update a template

  Update an email template, creating a new version.

• Action
  Update email

  Reschedule a queued email's send time.

• Action
  Validate email address

  Check whether an email address is valid and deliverable.

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