Connect Moneybird and Uplup

Both apps 47Moneybird 29Uplup 18

• 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 Response

  Triggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result.

• Action
  Add field

  Add a new field to a form at an optional position.

• Action
  Add form

  Create a new form or quiz with optional fields, styling, and quiz settings.

• Action
  Add wheel

  Create a new spinning wheel with customizable entries, settings, and appearance.

• Action
  Add wheel entries

  Append one or more entries to a wheel without replacing the existing list.

• Action
  Delete field

  Remove a field from the form.

• Action
  Delete form

  Permanently delete a form and all associated data.

• Action
  Delete wheel

  Permanently delete a wheel and all its associated data including spin history.

• Action
  Get form

  Retrieve a single form with all its fields, pages, styling, and settings.

• Action
  Get wheel

  Retrieve detailed information about a specific wheel including all entries and settings.

• Action
  List fields

  Get all fields for a form, ordered by position.

• Action
  List forms

  Return a paginated list of all forms and quizzes in the account.

• Action
  List submissions

  Get paginated submissions for a form with optional filtering (limit, since).

• Action
  List wheels

  Retrieve a paginated list of all wheels belonging to the account.

• Action
  Spin wheel

  Programmatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history.

• Action
  Update field

  Update field properties; only provided fields are modified.

• Action
  Update form

  Update form properties; only provided fields are modified.

• Action
  Update wheel

  Update an existing wheel's title, entries, settings, and appearance.

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