Connect Moneybird to Saleshandy

Both apps 47Moneybird 29Saleshandy 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.

• Action
  Add an Outcome to a Prospect

  Add an outcome to the prospect in Saleshandy

• Action
  Add sequence

  Create a sequence. Docs: /api-reference/sequences/list-post.

• Action
  Add sequence step

  Create a sequence step. Docs: /api-reference/sequences/steps-post.

• Action
  Assign a Tag to a Prospect

  Assign a tag to a prospect in Saleshandy

• Action
  Blacklist a Domain

  Blacklist a domain in Saleshandy

• Action
  Create Prospect/Add Prospect to Sequence

  create prospects in saleshandy

• Action
  Get Prospect Sequence History

  returns each sequence the prospect is in with its status (Replied, Unsubscribed, Paused, Finished, Active) and flags.

• Action
  List prospect notes

  Get notes for a prospect. Docs: /api-reference/prospects/notes.

• Action
  List prospects

  /v1/prospects (x-api-key header). Paginated list with search, page, pageSize, sort, sortBy.

• Action
  List sequence steps

  Get steps of a sequence. Docs: /api-reference/sequences/steps.

• Action
  Mark Prospect as Finished

  Change the status of the prospect to finished in Saleshandy

• Action
  Mark Prospect as Paused

  Change the status of the prospect to paused in Saleshandy

• Action
  Mark Prospect as Replied

  Change the status of the prospect to replied in Saleshandy

• Action
  Mark Prospect as Resume

  Change the status of the prospect to resume in Saleshandy

• Action
  Unassign tag from prospect

  Unassign tags from prospects. Docs: /api-reference/prospects/tags-un-assign.

• Action
  Unsubscribe prospect

  Unsubscribe prospects. Docs: /api-reference/prospects/unsubscribe and /contacts-unsubscribe.

• Action
  Update prospect

  Update a prospect attribute value. Docs: /api-reference/prospects/attribute-post.

• Action
  Update sequence settings

  Update sequence settings (PATCH). Docs: /api-reference/sequences/settings-patch.

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