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Moneybird integration
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Connect Moneybird to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.
What you can do with Moneybird
Ask in plain language and Xenition calls the right one:
- 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.
Give an agent access to Moneybird
An agent you create can use Moneybird on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Moneybird account without you agreeing to it.
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Frequently asked questions
How do I connect Moneybird to Xenition?
Open the connectors directory in Xenition, find Moneybird, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.
What can Xenition do with Moneybird?
Xenition can run 21 different Moneybird actions, including Add Note to Contact, Archive Contact, Create Moneybird Contact. You ask in plain language and the right one is called for you.
Can an agent use Moneybird on my behalf?
Yes. Agents can use Moneybird while you do something else, and every action passes through an approval gate before it runs.
Is there a free plan?
Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.