Connect Moneybird and Rendex

Both apps 43Moneybird 29Rendex 14

• 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
  New Completed Screenshot

  Triggers when a background screenshot or PDF capture finishes.

• Action
  Capture Screenshot

  Captures a webpage or HTML as a PNG, JPEG, WebP, or PDF file.

• Action
  Capture Screenshot (Background)

  Queues a screenshot or PDF capture as a background job and returns a Job ID.

• Action
  Create Render Link

  Create a hosted, auto-caching image or PDF link for a URL, HTML, or Markdown — perfect for og:image social preview tags.

• Action
  Extract Text From a Web Page

  Get the clean article text (Markdown) from any URL.

• Action
  Find Website Watch

  Finds a watch by ID and returns its current status and details.

• Action
  Generate PDF

  Generates a PDF from a webpage or HTML with custom page size, margins, and orientation.

• Action
  Get Account

  Returns the account's plan, usage, and upgrade info.

• Action
  Get Job Status

  Finds a background job by ID and returns its status and result URL.

• Action
  List Website Watches

  Returns all configured website watches for the account.

• Action
  List Website Watch Runs

  Returns the run history (check results/changes) for a given website watch.

• Action
  Run a Check Now

  Trigger an immediate check of a watch, outside its normal schedule.

• Action
  Test a Website Watch

  Try out a watch on a page once, without creating it — check the page can be read and see what Rendex captures before you start monitoring.

• Action
  Update Website Watch

  Change a watch's schedule, alerts, or settings — or pause and resume it.

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