Connect Moneybird to Teambook

Both apps 63Moneybird 29Teambook 34

• 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 Actual log

  Creates one or more time-tracking actual logs in a batch.

• Action
  Add Booking

  Creates one or more bookings in a batch.

• Action
  Add Client

  Creates a client record.

• Action
  Add Task

  Creates a task, optionally scoped to a project (omit project_id for account-wide task).

• Action
  Create Project

  Create a Project inside Teambook

• Action
  Create User

  Creates a teambook User

• Action
  Deactivate User

  Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.

• Action
  Delete Actual log

  Deletes an actual log by id.

• Action
  Delete Booking

  Removes a single booking from Teambook.

• Action
  Delete Project

  Deletes a project by id.

• Action
  Delete Task

  Deletes a task from the Teambook account.

• Action
  Delete User

  Deletes a user from the Teambook account.

• Action
  Get Actual log

  Retrieve a single Teambook actual log (time entry) by its id.

• Action
  Get Booking

  Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.

• Action
  Get Client

  Retrieves a single client by id.

• Action
  Get Project

  Retrieves a single project by id.

• Action
  Get Task

  Retrieves a single task by id.

• Action
  Get Team

  Retrieve a single Teambook team by its id.

• Action
  Get User

  Retrieve a single Teambook user by id.

• Action
  List Actual logs

  Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.

• Action
  List Bookings

  Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.

• Action
  List Clients

  Returns every client in the Teambook account.

• Action
  List Project capacities

  Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.

• Action
  List Projects

  Lists all projects in the Teambook account.

• Action
  List Tasks

  Lists all tasks.

• Action
  List Teams

  Lists all teams in the Teambook account.

• Action
  List User capacities

  Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).

• Action
  List Users

  Lists all users in the Teambook account.

• Action
  Update Actual log

  Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.

• Action
  Update Booking

  Updates an existing Teambook booking; only the fields you fill in are changed.

• Action
  Update Client

  Edits a client's name, phone_number, or email.

• Action
  Update Project

  Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).

• Action
  Update Task

  Edits a task's name or project_id.

• Action
  Update User

  Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.

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