STEP 1
Connect Billingo and Moneybird
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Billingo and Moneybird Integration
Build finance workflows between Billingo and Moneybird on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Billingo and Moneybird
Detailed info you need to know about Billingo and Moneybird integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billingo to Moneybird
Set up your Billingo and Moneybird integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billingo and Moneybird nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Billingo and Moneybird. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billingo and Moneybird work in WEXTL?
WEXTL exposes actions and triggers for Billingo and Moneybird that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Billingo triggersMoneybird actions
Billingo modules
- Cancel a DocumentCancels a document in the system.
- Cancel a DocumentCancels a document.
- Cancel an InvoiceCancels the details of an invoice.
- Check a Tax NumberRetrieves the API v3 ID for a specified tax number.
- Convert a Currency ValueConverts a currency value from one currency to another.
- Convert Draft to a ReceiptConverts a draft to a receipt.
- Copy a DocumentCopies a document.
- Create a Bank AccountCreates a new bank account including comprehensive financial details.
- Create a Bank AccountCreates a new bank account.
- Create a ClientCreates a new client in the system.
- Create a ClientCreates a new client.
- Create a DocumentCreates a new document.
- Create a DocumentCreates a new document.
- Create a Document BlockCreates a new document block.
- Create a Document from a ProformaCreates a new document from a proforma.
- Create a Document from a ProformaCreates a new document from a proforma.
- Create a Download LinkCreates a download link for a specified file.
- Create a Modification DocumentCreates a modification document for the given document.
- Create an InvoiceCreates a new invoice.
- Create an InvoiceSaves a new invoice in the system.
- Create a PartnerCreates a new partner if one is not found.
- Create a PartnerCreates a new partner in the system.
- Create a ProductCreates a new product in the system.
- Create a ProductCreates a new product.
- Create a ProductCreates a new product with the provided details.
- Create a ReceiptCreates a new receipt in the system.
- Create a SpendingCreates a new spending.
- Delete a Bank AccountDeletes an existing bank account.
- Delete a ClientDeletes a single client.
- Delete a ClientDeletes a client from the system.
- Delete a Document's Payment HistoryDeletes all existing payment history on a document.
- Delete a Payment HistoryDeletes a payment history on a document.
- Delete a ProductDeletes an existing product.
- Delete a ProductDeletes a product from the catalog.
- Delete a ProductDeletes an existing product.
- Delete a SpendingDeletes the spending identified by the given ID in the path.
- Download a DocumentDownloads a PDF of a document.
- Download a DocumentDownloads a document as a PDF.
- Download an Exported FileReturns the exported file.
- Download an InvoiceDownloads an invoice PDF.
- Export a DocumentExports a document from the service.
- Generate an InvoiceGenerates a normal invoice from a proforma invoice.
- Get a Bank AccountRetrieves the details of an existing bank account.
- Get a Bank AccountGets a specific bank account detail from the v2 API.
- Get a ClientRetrieves a specific client's details using their ID.
- Get a ClientRetrieves a single client's details.
- Get a DocumentRetrieves the details of an existing document.
- Get a DocumentRetrieves a single document.
- Get a Document Printable POS PDF FileReturns a printable POS PDF file of a particular document.
- Get a Document's Public URLRetrieves a public URL to download an existing document.
Moneybird modules
- Activate a WebhookActivates a webhook.
- Add a Source to an AssetAdds a source to an asset.
- Add Attachment to EstimateAdds attachment to estimate.
- Add Attachment to External Sales InvoiceAdds attachment to external sales invoice.
- Add Attachment to General DocumentAdds attachment to general document.
- Add Attachment to General Journal DocumentAdds attachment to general journal document.
- Add Attachment to Purchase InvoiceAdds attachment to purchase invoice.
- Add Attachment to ReceiptAdds attachment to receipt.
- Add Attachment to Sales InvoiceAdds attachment to sales invoice.
- Add Attachment to Typeless DocumentAdds attachment to typeless document.
- Adds Note to EntityPerforms the note to Entity operation.
- Adds Note to Entity (Documents General Documents)Adds note to entity.
- Adds Note to Entity (Documents General Journal Documents)Adds note to entity.
- Adds Note to Entity (Documents Purchase Invoices)Adds note to entity.
- Adds Note to Entity (Documents Receipts)Adds note to entity.
- Adds Note to Entity (Estimates)Adds note to entity.
- Adds Note to Entity (External Sales Invoices)Adds note to entity.
- Adds Note to Entity (Recurring Sales Invoices)Adds note to entity.
- Adds Note to Entity (Sales Invoices)Adds note to entity.
- Adds Note to Entity (Time Entries)Adds note to entity.
- Archive a ContactArchives a contact.
- Assigns a User to a TaskPerforms the a User to a Task operation.
- Bills an EstimatePerforms the an Estimate operation.
- Cancel a SubscriptionCancels a subscription.
- Cash Flow ReportCashs flow report.
- Changes the State of an EstimatePerforms the the State of an Estimate operation.
- Completes a TaskPerforms the a Task operation.
- Create an Additional Charge to Be Invoiced at Start of Next PeriodCreates an additional charge to be invoiced at start of next period.
- Create an Additional Charge to Be Invoiced Together with theCreates an additional charge to be invoiced together with the.
- Create and Schedule an Invoice to Be Sent Together with the SubscriptionCreates and schedule an invoice to be sent together with the subscription.
- Create a New ContactCreates a new contact.
- Create a New Contact PersonCreates a new contact person.
- Create a New Financial StatementCreates a new financial statement.
- Create a New General DocumentCreates a new general document.
- Create a New General Journal DocumentCreates a new general journal document.
- Create a New Purchase InvoiceCreates a new purchase invoice.
- Create a New ReceiptCreates a new receipt.
- Create a New SubscriptionCreates a new subscription.
- Create a New Typeless DocumentCreates a new typeless document.
- Create an External Sales InvoiceCreates an external sales invoice.
- Create a PaymentCreates a payment.
- Create a Payment (Documents Purchase Invoices)Creates a payment.
- Create a Payment (Documents Receipts)Creates a payment.
- Create a Payment (External Sales Invoices)Creates a payment.
- Create a Sales InvoiceCreates a sales invoice.
- Create a Time EntryCreates a time entry.
- Create a WebhookCreates a webhook.
- Create External Sales Invoice from AttachmentCreates external sales invoice from attachment.
- Create Online Sales LinkCreates online sales link.
- Create Online Sales Link (Subscription Templates)Creates online sales link.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billingo and Moneybird integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Billingo and Moneybird.
Connect your Billingo and Moneybird accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Billingo's "Watch Bank Accounts" fires, WEXTL can "Activate a Webhook" in Moneybird. Billingo has 12 triggers (including Watch Bank Accounts, Watch Bank Accounts, and Watch Clients); Moneybird has 188 actions (including Activate a Webhook, Add a Source to an Asset, and Add Attachment to Estimate). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Billingo-to-Moneybird automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Billingo (or Moneybird) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Billingo + Moneybird automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Billingo and Moneybird integration.
- Billingo and Moneybird integration source code, module specs and credentials implementation.
- Our Billingo and Moneybird integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billingo and Moneybird — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Billingo integration information
- Moneybird integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library