What your agents can do with Moneybird
4 pre-built Moneybird tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Sale Invoice
Create a sale invoice.
Create Quote
Create a new quote.
Create Contact
Create a new contact.
Triggers (1)
New Webhook event
Emit new event on each webhook event.
Set up Moneybird in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Moneybird account
In Relevance AI, open Integrations and add Moneybird. You will be sent to Moneybird to sign in and approve access, and the connection is stored against your workspace.
Use Moneybird in an agent
Create a tool, add a Moneybird tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Moneybird to work in your agents
Connect Moneybird alongside 1,800+ other integrations and let your agents run the busywork.