Integration / Finance & Accounting
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.
About Moneybird
Moneybird is an online invoicing and accounting platform for small businesses and freelancers. It streamlines billing, expense management, and financial reporting—all in one place.
All integrations- Category
- Finance & Accounting
- Connection
- OAuth
- Type
- Tool
- Actions
- 21
- Tags
- library
Example prompts
What you can ask Growf to do with Moneybird
- “Create a sales invoice for a new client”
- “Filter contacts added this month”
- “Add a note to a specific contact”
- “Archive a contact no longer in use”
Available actions
21 actions your agents can run in 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.
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.
Put Moneybird to work inside Growf.
Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.