Moneybird

moneybird is an online invoicing and accounting platform for small businesses integrating moneybird with make com enables users to automate invoice creation, manage contacts, and synchronize financial data between moneybird and other business tools this is ai generated content based on official moneybird documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www moneybird nl directly requirements to use the moneybird app in make, you must have an active moneybird account and an api key, https //www moneybird nl for subscription, refer to the https //www moneybird nl connect moneybird and {{product name}} to get started, you must first create a connection between moneybird and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your moneybird account create the connection in make obtain your oauth2 credentials in your moneybird account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your moneybird account to obtain your oauth2 credentials navigate to settings click integrations click the button to register a new application enter a name for your application if prompted, enter the callback uri https //www integromat com/oauth/cb/moneybird select the desired scopes for your application click save to create the application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //helpcenter moneybird nl/nl/articles/207365 zelf een koppeling maken create the connection in {{product name}} https //www make com/en/register , add the moneybird module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your moneybird account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page moneybird modules after connecting to the moneybird app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add an invoice attachment uploads and attaches a file to a selected invoice cancel a subscription cancels an active subscription for a contact, stopping any future recurring sales invoices you can also specify an end date to schedule when the subscription should end create a contact adds a new contact to your address book or contact list create a general document generates a new general purpose document from scratch create a purchase invoice generates a new purchase invoice record in your account create a purchase invoice payment records a payment transaction against a specified purchase invoice create a quote generates a new sales quote with specified details create a receipt generates a new transaction receipt for a completed purchase create a sales invoice generates a new sales invoice record in your account create a sales invoice payment records a payment transaction against the specified sales invoice create a subscription creates a new recurring subscription for a specified contact, automatically generating and sending sales invoices at the chosen frequency, with the first invoice scheduled for the subscription start date (no earlier than the next day) create an additional charge for a subscription at the end of the current subscription period, any extra charges are combined when possible, and a single invoice is generated for these charges this invoice is scheduled to be sent along with the regular subscription invoice, ensuring both are merged and sent together create an additional invoice for a subscription generates a new sales invoice and schedules it to be sent on the same date as the next subscription invoice, automatically combining both invoices into a single document so the contact receives one consolidated sales invoice with details from both the subscription and the one off sale list contacts finds contacts that match specified search criteria list general documents searches for general documents that match specified criteria list purchase invoices finds purchase invoices that match specified criteria list quotes finds quotes that match specified search criteria list receipts finds receipts that match specified search criteria list sales invoices searches for sales invoices that match specified criteria list subscriptions retrieves a complete list of all active subscriptions associated with the specified contact make an api call executes a custom api request to the connected service using your authorized credentials update a contact updates the details of a specific contact using its unique id update a general document updates the content of a specific general document identified by its unique id update a purchase invoice updates the details of a specific purchase invoice using its unique id update a quote updates the details of a specific quote using its unique id update a receipt updates the details of a specific receipt using its unique id update a sales invoice updates the details of a specific sales invoice using its unique id update a subscription modifies the product associated with a contact's subscription, automatically recalculating price differences and generating a one time sales invoice for any additional charges for the rest of the billing period you can also specify a start date for when the product change should take effect watch contacts triggers when a contact is created, modified, or removed in your system watch documents triggers when a document is created, modified, or removed in your account watch quotes triggers whenever a quote is created, modified, or removed in your system watch sales invoices triggers whenever a sales invoice is created, modified, or removed in your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} moneybird resources you can have access to more resources related to this app on the following links https //community make com/search?q=moneybird https //www moneybird nl https //developer moneybird com https //www make com/en/integrations/moneybird