All connectors
Moneybird
21 tools · Accounting · Proposal & Invoice Management
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Connect Moneybird
- Open Slashspace and go to Settings, then Connectors.
- On Discover, search for Moneybird and click Connect.
- Sign in to Moneybird in your browser. Slashspace updates when the account is connected.
- Then ask for what you need in any Agent mode chat. Moneybird is on in every chat unless you switch it off.
What your chats can do
21 tools from Moneybird.
- Add Note to ContactTool 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 ContactTool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
- Create Moneybird ContactTool 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 PersonTool 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 InvoiceTool to create a new sales invoice. Use when you need to bill a contact with specified line items.
- Delete ContactTool to delete a contact. Use after confirming that contact should be removed.
- Delete Contact NoteTool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
