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Moneybird, Email Integrations

Email
Moneybird
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GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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Triggers

Moneybird

Watch Contacts INSTANT

Triggers when a contact is added, updated, or deleted.

Moneybird

Watch Documents INSTANT

Triggers when a document is added, updated, or deleted.

Moneybird

Watch Quotes INSTANT

Triggers when a quote is added, updated, or deleted.

Moneybird

Watch Sales Invoices INSTANT

Triggers when a sales invoice is added, updated, or deleted.

Email

Watch Emails

Triggers when a new email is received for processing according to specified criteria.

Actions

Moneybird

Create a Contact

Creates a new contact.

Moneybird

Create a General Document

Creates a new general document.

Moneybird

Create a Purchase Invoice

Creates a new purchase invoice.

Moneybird

Create a Quote

Creates a new quote.

Moneybird

Create a Receipt

Creates a new receipt.

Moneybird

Create a Sales Invoice

Creates a new sales invoice.

Moneybird

Make an API Call

Performs an arbitrary authorized API call.

Moneybird

Update a Contact

Updates a contact by its ID.

Moneybird

Update a General Document

Updates a general document by its ID.

Moneybird

Update a Purchase Invoice

Updates a purchase invoice by its ID.

Moneybird

Update a Quote

Updates a quote by its ID.

Moneybird

Update a Receipt

Updates a receipt by its ID.

Moneybird

Update a Sales Invoice

Updates a sales invoice by its ID.

Email

Copy an Email

Copies an email or a draft into a selected folder.

Email

Create a Draft

Creates and adds a new draft to a selected folder.

Email

Delete an Email

Removes an email or a draft from a selected folder.

Email

Get Emails

Returns emails that match the specified criteria.

Email

Mark an Email as Read

Marks an email or a draft in a selected folder as read by setting the "Read" flag.

Email

Mark an Email as Unread

Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

Email

Move an Email

Moves a chosen email or a draft to a selected folder.

Email

Send an Email

Sends a new email.

Email

Send me an Email

Sends a new email to your email address.

Iterators

Email

Iterate Attachments

Iterates received attachments one by one.

Searches

Moneybird

List Contacts

Searches contacts by criteria.

Moneybird

List General Documents

Searches general documents by criteria.

Moneybird

List Purchase Invoices

Searches purchase invoices by criteria.

Moneybird

List Quotes

Searches quotes by criteria.

Moneybird

List Receipts

Searches receipts by criteria.

Moneybird

List Sales Invoices

Searches sales Invoices by criteria.

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