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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
The Moneybird modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to watch, create, update, list, retrieve, and delete sales invoices, contacts, documents, list receipts, purchase invoices, and quotes in your Moneybird account.
To get started with the Moneybird app, create an account at moneybird.com.
For a list of all available endpoints, refer to the Moneybird API documentation.
Connecting Moneybird to Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes.
To connect to the Moneybird app:
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Log in to your Boost.space Integrator account, add any Moneybird modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click the Add button next to the Connection field.
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Optional: In the Connection name field, enter a name for the connection.
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Optional: Click Show Advanced Settings and enter the client credentials for your custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization.. For more information, see the Moneybird Authentication page.
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Click Save.
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Confirm access by clicking the Allow button.
You have successfully connected the app and can now build scenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a sales invoice is added, updated, or deleted.
You do not have to add the webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in the Moneybird, as it is automatically done for you once you add and save an instant triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. module to your scenario.
Triggers when a document is added, updated, or deleted.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
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You do not have to add the webhooks in the Moneybird, as it is automatically done for you once you add and save an instant trigger module to your scenario. |
Triggers when a quote is added, updated, or deleted.
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You do not have to add the webhooks in the Moneybird, as it is automatically done for you once you add and save an instant trigger module to your scenario. |
Triggers when a contact is added, updated, or deleted.
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You do not have to add the webhooks in the Moneybird, as it is automatically done for you once you add and save an instant trigger module to your scenario. |