What do you want to automate

with Moneybird and Workflow Max?

Prompt, edit and deploy AI agents that connect to Moneybird, Workflow Max and 2,500+ other apps in seconds.

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Create Client Group with Workflow Max API on New Webhook event from Moneybird API
Moneybird + Workflow Max
 
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Delete Client Group with Workflow Max API on New Webhook event from Moneybird API
Moneybird + Workflow Max
 
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New Webhook event from the Moneybird API

Emit new event on each webhook event. See docs here

 
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Create Contact with the Moneybird API

Create a new contact. See docs here

 
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Create Client Group with the Workflow Max API

Creates a new Client Group in Workflow Max. See the documentation

 
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Create Quote with the Moneybird API

Create a new quote. See docs here

 
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Delete Client Group with the Workflow Max API

Deletes the specified client group. See the documentation

 
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Create Sale Invoice with the Moneybird API

Create a sale invoice. See docs here

 
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Integrate the Moneybird API with the Workflow Max API
Setup the Moneybird API trigger to run a workflow which integrates with the Workflow Max API. Pipedream's integration platform allows you to integrate Moneybird and Workflow Max remarkably fast. Free for developers.

Overview of Moneybird

The Moneybird API allows you to automate your finance and accounting tasks by enabling programmatic access to your Moneybird account. With the API, you can create invoices, manage contacts, record payments, and fetch financial reports. This integration with Pipedream allows you to streamline your financial operations by connecting Moneybird with other apps and services to automate workflows, sync data, and trigger actions based on financial events.

Connect Moneybird

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    moneybird: {
      type: "app",
      app: "moneybird",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://moneybird.com/api/v2/${this.moneybird.$auth.administration_id}/users`,
      headers: {
        Authorization: `Bearer ${this.moneybird.$auth.oauth_access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Connect Workflow Max

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workflow_max: {
      type: "app",
      app: "workflow_max",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.workflowmax.com/me`,
      headers: {
        Authorization: `Bearer ${this.workflow_max.$auth.oauth_access_token}`,
        "account_id": `${this.workflow_max.$auth.account_id}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo