Connect Moneybird to TaxJar

Both apps 49Moneybird 29TaxJar 20

• 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
  Calculate Sales Tax for an Order

  Works out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.

• Action
  Create a Customer

  Creates a customer in TaxJar with their exemption type and the regions the exemption applies to.

• Action
  Create an Order Transaction

  Records a completed order in TaxJar so it counts towards your sales tax reporting.

• Action
  Create a Refund Transaction

  Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate.

• Action
  Get Two-Letter ISO Code for Region

  Looks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.

• Action
  List Categories

  Returns TaxJar's product categories and the tax code to use for each one.

• Action
  List Customers

  Returns the IDs of every customer in your TaxJar account.

• Action
  List Nexus Regions

  Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax.

• Action
  List Orders

  Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.

• Action
  List Refunds

  Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.

• Action
  Rates for Location

  Returns the sales tax rates that apply at a location, broken down by state, county and city.

• Action
  Show a Customer

  Returns one customer from TaxJar, including their exemption type and exempt regions.

• Action
  Show Order

  Returns one order recorded in TaxJar, including its addresses, totals and line items.

• Action
  Show Refund

  Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.

• Action
  Summarize Tax Rates for All Regions

  Returns the minimum and average sales tax rate for every state, province and country TaxJar covers.

• Action
  Update a Customer

  Updates a customer in TaxJar. Only the fields you supply are changed.

• Action
  Update an Order Transaction

  Updates an order already recorded in TaxJar. Only the fields you supply are changed.

• Action
  Update a Refund Transaction

  Updates a refund already recorded in TaxJar. Only the fields you supply are changed.

• Action
  Validate an Address

  Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.

• Action
  Validate a VAT Number

  Checks whether a VAT number is valid and returns the business name and address registered against it.

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