Moneybird Integration — Automate Moneybird with AI on Beauto
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Category: accounting, proposal & invoice management · 21 actions available
What you can automate with Moneybird
Beauto connects Moneybird with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Moneybird events, enrich Moneybird data with AI, or sync Moneybird with the rest of your stack — without writing code.
- Sync Moneybird data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Moneybird events and route the output anywhere
- Schedule recurring Moneybird tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Moneybird actions Beauto supports
- Add Note to Contact — Tool to add a note or to-do to a contact. Use when you need to record a comment or assign a task to a contact.
- Archive Contact — Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
- Create Moneybird Contact — Tool to create a new contact in Moneybird. Use after you have an administration ID and need to onboard a new company/person. Provide either company_name or both firstname and lastname.
- Create Contact Person — Tool to create a new contact person. Use when you have the contact ID and need to add a person after confirming their firstname and lastname.
- Create Sales Invoice — Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
- Delete Contact — Tool to delete a contact. Use after confirming that contact should be removed.
- Delete Contact Note — Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
- Delete Contact Person — Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
- Filter Contacts — Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
- Get Additional Charges — Tool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.
- Get Contact — Tool to retrieve all information about a specific contact by ID. Use when you need the full details of a contact, for example before generating invoices.
- Get Contact by Customer ID — Tool to retrieve full contact details by customer ID. Use when you need all fields of a contact given its customer_id.
- Get Contact Person — Tool to get all information about a contact person. Use when you have the administration, contact, and contact person IDs and need full details before updating.
- Get Sales Invoice — Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.
- List Administrations — Tool to list all administrations accessible by the authenticated user. Use when you need to obtain administration_id for subsequent operations like create_contact.
- List Contacts Synchronization — Tool to list all contact IDs and versions for synchronization. Use when you need to detect which contacts have changed and update local data accordingly.
- List Sales Invoices — Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.
- Request Payments Mandate URL — Tool to request a URL for setting up a Payments mandate. Use when you need to generate a direct-debit authorization link for a contact (valid for 14 days).
- Update Contact — Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.
- Update Contact Person — Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.
- Update Sales Invoice — Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items.