Moneybird - Stackone

Getting Started

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · OAuth 2.0

Connect your Moneybird account via OAuth 2.0 to access your accounting data.

Connector Profile · Personal Access Token

Requires creating an API token in the administration settings. The token is valid for a single administration.

Optionally, configure receiving Events for Moneybird into StackOne.

Webhooks setup

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · OAuth 2.0

Link Account · Personal Access Token

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Actions

68 actions

Action

Description

List Contacts

Retrieve a list of contacts for the administration.

Filter Contacts

Retrieve a filtered list of contacts.

Get Contact

Retrieve a single company or organization contact by ID.

Create Contact

Create a new contact in the administration.

Update Contact

Update an existing contact.

Delete Contact

Delete a contact from the administration.

Archive Contact

Archive a contact in the administration.

Get Contact By Customer ID

Retrieve a contact by its customer ID.

Sync Contacts

Retrieve a list of contact IDs for synchronization.

Fetch Contacts By IDs

Fetch full contact records for a list of IDs.

Get Contact Person

Retrieve a specific person (individual) within a company contact by their person ID.

Create Contact Person

Create a new contact person for a contact.

Update Contact Person

Update an existing contact person.

Delete Contact Person

Delete a contact person from a contact.

Create Contact Note

Create a note or to-do for a contact.

Delete Contact Note

Delete a note from a contact.

Get Contact Additional Charges

Retrieve additional charges for a contact.

Create Contact Additional Charge

Create an additional charge for a contact.

List Estimates

Retrieve a list of estimates for the administration.

Find Estimate By Estimate ID

Find an estimate by its human-readable estimate number.

Get Estimate

Retrieve a single estimate by ID.

Create Estimate

Create a new estimate in the administration.

Update Estimate

Update an existing estimate.

Delete Estimate

Delete an estimate from the administration.

Send Estimate

Send an estimate to the associated contact.

Change Estimate State

Change the state of an estimate.

Bill Estimate

Convert an estimate into a sales invoice.

Download Estimate PDF

Download the PDF document for an estimate.

List Financial Accounts

Retrieve a list of financial accounts for the administration.

List Ledger Accounts

Retrieve a list of ledger accounts for the administration.

Create Ledger Account

Create a new ledger account in the administration.

Get Ledger Account

Retrieve a single ledger account by ID.

Update Ledger Account

Update an existing ledger account.

Delete Ledger Account

Delete or deactivate a ledger account.

Get Payment

Retrieve a single payment record by ID.

List Products

Retrieve a list of products for the administration.

Create Product

Create a new product in the administration.

Get Product

Retrieve a single product by ID.

Update Product

Update an existing product.

Delete Product

Delete or deactivate a product.

Find Product By Identifier

Find a product by its unique identifier field value.

List Purchase Invoices

Retrieve a list of purchase invoices for the administration.

Get Purchase Invoice

Retrieve a single purchase invoice by ID.

Create Purchase Invoice

Create a new purchase invoice in the administration.

Update Purchase Invoice

Update an existing purchase invoice.

Delete Purchase Invoice

Delete a purchase invoice from the administration.

Delete Purchase Invoice Payment

Delete a payment from a purchase invoice.

Create Purchase Invoice Note

Add a note or to-do to a purchase invoice.

List Sales Invoices

Retrieve a list of sales invoices for the administration.

Get Sales Invoice

Retrieve a single sales invoice by ID.

Create Sales Invoice

Create a new sales invoice in the administration.

Update Sales Invoice

Update an existing sales invoice.

Delete Sales Invoice

Delete a sales invoice.

Send Sales Invoice

Send a sales invoice to the contact.

Create Sales Invoice Payment

Create a payment for a sales invoice.

Send Sales Invoice Reminders

Send payment reminders for sales invoices in bulk.

Mark Sales Invoice As Dubious

Mark a sales invoice as dubious.

Mark Sales Invoice As Uncollectible

Mark a sales invoice as uncollectible.

Duplicate Sales Invoice To Credit Invoice

Duplicate a sales invoice as a credit invoice.

Pause Sales Invoice

Pause the workflow of a sales invoice.

Resume Sales Invoice

Resume the workflow of a paused sales invoice.

Download Sales Invoice PDF

Download a sales invoice as a PDF document.

Download Sales Invoice UBL

Download a sales invoice in UBL format.

Find Sales Invoice By Invoice ID

Find a sales invoice by its human-readable invoice ID.

Find Sales Invoice By Reference

Find a sales invoice by its reference value.

List Tax Rates

Retrieve a list of tax rate definitions for the administration.

​Getting Started