Connect Moneybird and Zoom

Both apps 61Moneybird 29Zoom 32

• 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
  Meeting ended

  Triggered when a meeting ends.

• Trigger
  Meeting participant joined

  Triggers when a participant joins a meeting.

• Trigger
  Meeting registration cancelled

  Triggered when a meeting registration is cancelled.

• Trigger
  Meeting started

  Triggered when a meeting starts.

• Trigger
  New recording completed

  Triggered when a cloud recording is completed.

• Trigger
  New recording completed (all active licensed accounts)

  Triggered when a cloud recording is completed in any licensed active account.

• Trigger
  New recording completed (specified account)

  Triggered when a cloud recording is completed for the specified account.

• Trigger
  New webinar registrant

  Triggers when a new registrant is added to a Webinar.

• Trigger
  Recording completed

  Triggered when a recording completes.

• Trigger
  Upcoming meeting

  Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.

• Trigger
  Upcoming meeting (all active licensed accounts)

  Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.

• Trigger
  Upcoming meeting (specified account)

  Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.

• Trigger
  Upcoming meeting via integration setting (all active licensed accounts)

  Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.

• Trigger
  Webinar ended

  Triggered when a webinar ends.

• Trigger
  Webinar started

  Triggered when a webinar starts.

• Action
  Add meeting registrant

  Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.

• Action
  Create meeting

  Creates a new meeting.

• Action
  Delete meeting

  Deletes the specified meeting.

• Action
  End meeting

  Immediately ends a meeting.

• Action
  Find meeting by agenda

  Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.

• Action
  Get approved meeting registrants

  Returns approved registrants (up to 300 max) registrants for the specified meeting.

• Action
  Get connection mode

  Returns the mode of the named Zoom connection, either Individual or Admin.

• Action
  Get meeting

  Outputs details for the specified meeting.

• Action
  Get meeting registrant

  Returns details for the specified registrant in the specified meeting.

• Action
  Get user

  Returns a Zoom user's profile and settings by user ID or email.

• Action
  Get user settings

  Outputs all settings for the specified user.

• Action
  List cloud recordings

  Lists cloud recordings for a Zoom user within a date range.

• Action
  List meetings

  Lists a Zoom user's scheduled, live, or upcoming meetings.

• Action
  List users

  Lists the users on the Zoom account.

• Action
  Update meeting

  Updates an existing meeting.

• Action
  Update meeting registrant status

  Updates a registrant's status for the specified meeting.

• Action
  Update user settings

  Updates the specified user's settings.

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