Connect Moneybird and Returnless

Both apps 47Moneybird 29Returnless 18

• 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
  Request Created

  Triggers when a customer creates a new return request that needs approval.

• Trigger
  Return Created

  Triggers when a new return is created, including a request once it is approved.

• Action
  Add note

  Adds an internal note to a return or return request.

• Action
  Add Request

  Creates a return request in Returnless for items from an existing sales order.

• Action
  Approve a Request

  Approves a return request in Returnless so the customer can send the items back.

• Action
  Approve a Request Without Shipment

  Approves a pending return request without a return shipment, so the customer keeps the items.

• Action
  Find customers

  Returns the customers in your Returnless account that match an email address.

• Action
  Find products

  Returns the products in your Returnless account that match a SKU.

• Action
  Find Requests

  Finds a Request in your Returnless account.

• Action
  Find Returns

  Finds returns (return orders) in Returnless by return number.

• Action
  Find sales orders

  Finds sales orders in Returnless by order number.

• Action
  Get customer

  Returns a single Returnless customer by its id.

• Action
  Get Request (By Request ID)

  Returns a single return request (return order) from Returnless by its ID.

• Action
  Get Return (By Return ID)

  Returns a single return in Returnless, with all of its details, by its return ID.

• Action
  Get sales order

  Returns a single sales order by its ID, including its customer, address and order details.

• Action
  List return reasons

  Returns the return reasons configured in your Returnless account.

• Action
  Reject Request

  Rejects a pending return request in Returnless.

• Action
  Update return

  Changes the status of a return, such as Checked, Approved or Resolved.

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