Connect Moneybird to Writer

Both apps 45Moneybird 29Writer 16

• 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 file

  Uploads a file (PDF, Word, PowerPoint, image, email, HTML, subtitle, CSV or Excel) to your Writer account, optionally attaching it to a Knowledge Graph.

• Action
  Add file to knowledge graph

  Adds an uploaded file to a Writer Knowledge Graph.

• Action
  Add knowledge graph

  Create a new Knowledge Graph.

• Action
  Ask knowledge graph

  Ask a natural-language question against a Knowledge Graph and get an answer with citations.

• Action
  Delete file

  Permanently delete a file from Writer. This cannot be undone.

• Action
  Delete file from knowledge graph

  Remove a file from a Knowledge Graph. The file remains in your Writer files.

• Action
  Delete knowledge graph

  Delete a Writer Knowledge Graph.

• Action
  Generate chat completion

  Generate a multi-turn chat completion from a list of messages, distinct from the existing single-prompt Send Prompt/Text generation op.

• Action
  Get file

  Retrieve a file's details, including its name, processing status, and the Knowledge Graphs it belongs to.

• Action
  Get knowledge graph

  Retrieve a Writer Knowledge Graph by its id, including file processing status and connected web URLs.

• Action
  List knowledge graphs

  Retrieve a list of Knowledge Graphs. By default only org-wide Knowledge Graphs are returned; supply team IDs to include graphs deployed to those teams.

• Action
  List models

  Lists the models available to your Writer account for text generation, chat completions and other AI tasks.

• Action
  Parse PDF

  Parse a PDF document into structured text.

• Action
  Search web

  Searches the web for a query using Writer's web search tool and returns a generated answer with the source URLs it drew on.

• Action
  Send Prompt

  Generates text from a single prompt with a Writer Palmyra model (or an external model configured for your organization), without conversational context.

• Action
  Update knowledge graph

  Update a Knowledge Graph's name/description.

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