Connect Moneybird to Rezdy

Both apps 42Moneybird 29Rezdy 13

• 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 availability

  Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session.

• Action
  Add booking

  Creates a new booking in Rezdy for one or more products and returns its order number.

• Action
  Add customer

  Creates a new customer in your Rezdy account and returns the created customer record.

• Action
  Delete booking

  Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings.

• Action
  Find availability

  Returns the sessions of one or more products in a date range, with seats available and pricing for each session.

• Action
  Find bookings

  Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date.

• Action
  Find customers

  Returns customers whose first or last name, company name or email match the search text.

• Action
  Get booking

  Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields.

• Action
  Get customer

  Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found.

• Action
  Get product

  Returns one Rezdy product by its product code, including its price options, images, extras and booking fields.

• Action
  Update availability

  Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session.

• Action
  Update booking

  Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values.

• Action
  Update product

  Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product.

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