Moneybird integration

Commerce connector, available on Zeplik

Moneybird is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Moneybird and Zeplik can act on your commerce for you: Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense. You stay in the conversation while the assistant does the work in Moneybird directly.

Zeplik exposes 8 read actions and 13 write actions for Moneybird. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Moneybird without your consent.

Connect Moneybird on Zeplik

Try Moneybird on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Moneybird

Read from Moneybird (8)

Runs automatically in any conversation.

  • 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.

  • 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.

  • Get sales invoice

    Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.

  • 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.

  • 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.

  • List sales invoices

    Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.

Act in Moneybird (13)

Runs only after you enable write access.

  • 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 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.

  • 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).

  • Update contact

    Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.

  • Update contact person

    Tool to update a contact person. use after selecting a specific contact person when you need to change their details.

and 1 more.

How to connect Moneybird

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Moneybird immediately.

  2. Connect Moneybird

    Open Settings and go to Connectors, then press Connect on Moneybird. You can also connect from the Moneybird page in the app.

  3. Approve access to Moneybird

    Approve access on Moneybird's secure consent screen. You are returned to Zeplik and can start giving instructions that use Moneybird.

Frequently asked questions

Can I use Moneybird with Zeplik?
Yes. Moneybird is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Moneybird account inside any conversation.
What can Zeplik do with Moneybird?
Once connected, Zeplik has 8 read and 13 write actions for Moneybird. Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense.
How do I connect Moneybird to Zeplik?
You connect Moneybird with a secure one-click sign-in (OAuth): press Connect in Settings under Connectors and approve access on Moneybird's consent screen.
Does Zeplik change things in Moneybird without asking?
No. Zeplik reads from Moneybird by default. Any action that changes data in Moneybird requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Moneybird cost?
Connecting Moneybird is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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