Connect Moneybird to Tapfiliate

Both apps 51Moneybird 29Tapfiliate 22

• 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 affiliate note

  Adds a note to an affiliate and returns the created note, including who wrote it and when.

• Action
  Add affiliate to program

  Adds an existing affiliate to a program, optionally setting their approval status and coupon, and returns the affiliate's record in that program.

• Action
  Add Commission to Conversion

  Adds one or more commissions to an existing conversion, calculated from the amount you supply, and returns the commissions that were created.

• Action
  Add payment

  Records a payment to an affiliate for a given amount and currency, and returns the payment that was created.

• Action
  Create Conversion

  Creates a conversion in Tapfiliate, attributed to an affiliate by customer, coupon, referral code, click, asset and source, or tracking id, and returns the conversion with its commissions.

• Action
  Create Customer

  Creates a customer in Tapfiliate and attributes it to an affiliate using a referral code, coupon, click id, tracking id, or asset and source ids.

• Action
  Delete affiliate

  Deletes an affiliate from your Tapfiliate account by ID.

• Action
  Delete conversion

  Deletes a conversion from your Tapfiliate account.

• Action
  Delete customer

  Permanently deletes a customer from your Tapfiliate account.

• Action
  Find Affiliate

  Returns the affiliates that match the email address, referral code, click, source, parent affiliate or affiliate group you specify.

• Action
  Find Affiliate in Program

  Returns the affiliates in a program that match an email address, source id, parent affiliate or affiliate group.

• Action
  Find Affiliate Prospect

  Returns the affiliate prospects that match an email address, referral code, program or affiliate group.

• Action
  Find Conversion

  Returns the conversions that match an external id, program, affiliate, pending-commission status or date range.

• Action
  Find Customer

  Returns the customers that match a customer id from your own system, or a program, affiliate or date range.

• Action
  Get affiliate

  Returns one affiliate by id, including their contact details, company, address, meta data and custom field values. An error occurs if the affiliate is not found.

• Action
  List commissions

  Returns all commissions in the Tapfiliate account, optionally narrowed by affiliate, approval status or whether they have been paid out.

• Action
  List payments

  Returns the payments made to affiliates in your Tapfiliate account, including the affiliate paid, the amount and the currency.

• Action
  List programs

  Returns all affiliate programs in the Tapfiliate account, optionally narrowed to one asset.

• Action
  Set Affiliate Group

  Assigns an affiliate to an affiliate group, replacing any group the affiliate is currently in.

• Action
  Update Commission Approval Status

  Approves or disapproves a commission and returns the updated commission.

• Action
  Update conversion

  Updates an existing conversion's amount, external id or meta data, and can recalculate its commissions when the amount changes.

• Action
  Update Customer Status

  Cancels a customer or uncancels them, returning the updated customer and its status.

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