Connect Moneybird and Webex Teams

Both apps 47Moneybird 29Webex Teams 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 membership

  Triggers when a person is added to a Webex space.

• Trigger
  New message

  Triggers when a new message is posted in a Webex space you are in.

• Action
  Add membership

  Adds a person to a Webex space (room) by person ID or email, optionally as a moderator, and returns the new membership.

• Action
  Add message

  Posts a message to a Webex space, or sends a direct message to a person, with optional text, markdown, a file or an adaptive card.

• Action
  Add room

  Creates a new Webex space (room), optionally inside a team.

• Action
  Add team

  Creates a new team in Webex. The person creating it becomes the team's moderator.

• Action
  Delete membership

  Removes a person from a Webex space by deleting their membership.

• Action
  Delete message

  Deletes a message from a Webex space.

• Action
  Delete room

  Deletes a Webex space (room) by its ID, along with its messages.

• Action
  Find people by email or name

  Finds Webex people by email address or display name and returns the matching people.

• Action
  Get message

  Returns the details of a single Webex message, including its text, room and sender.

• Action
  Get person

  Returns the details of a Webex person, such as their name, email addresses, avatar and status.

• Action
  Get room

  Returns the details of a Webex space, such as its title, type, team and creation date.

• Action
  List memberships

  Returns the memberships of a Webex space, or the spaces a person belongs to.

• Action
  List messages

  Returns the messages in a Webex space, newest first, optionally limited to replies in a thread, messages mentioning someone, or messages before a given time or message.

• Action
  List rooms

  Returns the Webex spaces (rooms) the authenticated user belongs to, optionally filtered by team or space type and sorted.

• Action
  Update message

  Edits the text of a message you previously posted in a Webex space.

• Action
  Update room

  Updates a Webex space's title and settings, such as locking it, making it public, or setting it to announcement-only.

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