Connect Moneybird and Twilio

Both apps 44Moneybird 29Twilio 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.

• Trigger
  New Call

  Polls for voice calls on your Twilio account.

• Trigger
  New Incoming Call

  Fires instantly when the selected Twilio phone number receives a call.

• Trigger
  New Message Received

  Polls for inbound SMS/MMS messages received by your Twilio account.

• Trigger
  New SMS received

  Fires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it.

• Action
  Delete Message

  Deletes a message from your Twilio account's message logs.

• Action
  Find available phone numbers by criteria

  Returns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location).

• Action
  Get Call

  Retrieves details of a single voice call by its Call SID.

• Action
  Get Message

  Retrieves a single SMS/MMS message by its Message SID.

• Action
  List Calls

  Lists voice calls on the account, optionally filtered by To, From, or status.

• Action
  List Messages

  Lists SMS/MMS messages on the account, optionally filtered by To, From, or date sent.

• Action
  List Phone Numbers

  Lists the Twilio phone numbers (incoming phone numbers) owned by your account.

• Action
  Lookup Phone Number

  Looks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API.

• Action
  Schedule Message

  Schedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent.

• Action
  Update Message

  Updates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet.

• Action
  Update Phone Number

  Update settings (voice/SMS URLs, friendly name) of an owned incoming phone number.

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