Connect Moneybird to Rosette Text Analytics

Both apps 43Moneybird 29Rosette Text Analytics 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.

• Action
  Analyze morphology

  Returns morphological analysis of text, such as lemmas, part-of-speech tags, compound components and Han readings.

• Action
  Analyze sentiment

  Analyzes the positive, negative or neutral sentiment of a text, returning the overall document sentiment and the sentiment toward each entity mentioned.

• Action
  Categorize text

  Identifies the contextual categories (QAG Tier 1 taxonomy) of a piece of text or a web page, with a confidence for each.

• Action
  Deduplicate names

  Groups a list of names into clusters of likely duplicates, returning one cluster ID per name in the order supplied.

• Action
  Extract entities

  Extracts the named entities (people, organizations, places and more) from text or a web page, optionally linking them to a knowledge base.

• Action
  Extract events

  Extracts events (such as travel or meetings) from a piece of text, returning each event's type, participants and roles, and whether it was negated.

• Action
  Extract relationships

  Finds the relationships between people, organizations and other entities in a piece of text, returning each subject, predicate, object and a confidence score.

• Action
  Extract topics

  Returns the key phrases and concepts found in a piece of text or a web page, each with a salience score.

• Action
  Identify language

  Identifies the language(s) of a piece of text or web page, returning candidate languages ranked by confidence.

• Action
  Match addresses

  Compares two addresses and returns a similarity score indicating how likely they refer to the same place.

• Action
  Match names

  Compares two names, in any supported language or script, and returns a similarity score showing how likely they refer to the same person, place or organization.

• Action
  Tokenize text

  Splits text into a list of tokens (words and punctuation).

• Action
  Translate name

  Translates a person, place or organization name into another language and script.

• Action
  Transliterate text

  Transliterates Arabic text between Arabizi (Romanized Arabic) and native Arabic script.

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