Connect Moneybird to Thinkific

Both apps 44Moneybird 29Thinkific 15

• 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 coupon

  Creates a coupon code under an existing promotion on your Thinkific site, optionally limiting how many times it can be used.

• Action
  Add course review

  Creates a review of a course on your Thinkific site, written by the given user with a rating, title and review text.

• Action
  Add group

  Creates a new group of students in your Thinkific site and returns the group's id, name and token.

• Action
  Delete user

  Deletes a user from your Thinkific site, identified by their Thinkific user ID or their single sign-on External ID.

• Action
  Enroll User

  Enrolls a student in a course. Leave the activation date blank to create a free-trial enrollment.

• Action
  Get course

  Returns a single course from your Thinkific site by its ID, including its name, description, chapters and instructor.

• Action
  Get user

  Returns a single Thinkific user by their ID (or by their external ID from a single sign-on provider), including their profile, roles and custom profile field values.

• Action
  List courses

  Returns every course on your Thinkific site, with each course's name, slug, product, instructor and chapters.

• Action
  List enrollments

  Returns the course enrollments on your Thinkific site, optionally filtered by user, course, email, status or created/updated dates.

• Action
  List orders

  Returns the orders placed on your Thinkific site, each with the buyer, product, amount, coupon, status and order date.

• Action
  List products

  Returns every product (course or bundle) on your Thinkific site, with its name, status, visibility, prices and category IDs.

• Action
  Search Users

  Returns the users on your Thinkific site that match the given email, role, external source, group or custom profile field value.

• Action
  Unenroll User

  Removes a student's access to a course by expiring their enrollment, either immediately or at a date you choose.

• Action
  Update enrollment

  Updates an existing enrollment's activation date and expiry date.

• Action
  Update user

  Updates an existing Thinkific user's name, email, password, roles, profile details, affiliate settings and custom profile fields.

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