Salesforce, Moneybird Integrations

Moneybird
Salesforce
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Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

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.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

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.

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

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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