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Beyond-Bot.ai + moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to moneybird.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in moneybird.
Trigger Workflows
Start automated workflows in moneybird based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within moneybird.
Moneybird 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.
Moneybird Archive Contact
Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
Moneybird Create 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.
Moneybird 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.
Moneybird Create Sales Invoice
Tool to create a new sales invoice. use when you need to bill a contact with specified line items.
Moneybird Delete Contact
Tool to delete a contact. use after confirming that contact should be removed.
Moneybird Delete Contact Note
Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
Moneybird Delete Contact Person
Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
Moneybird Filter Contacts
Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.
Moneybird 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.
Moneybird 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.
Moneybird 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.
Moneybird 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.
Moneybird Get Sales Invoice
Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.
Moneybird 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.
Moneybird 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.
Moneybird List Sales Invoices
Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.
Moneybird Request Contact 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).
Moneybird Update Contact
Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.
Moneybird Update Contact Person
Tool to update a contact person. use after selecting a specific contact person when you need to change their details.
Moneybird Update Sales Invoice
Tool to update an existing sales invoice by id. use when modifying invoice header or line items.