STEP 1
Connect Fergus and Morning
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Fergus and Morning Integration
Build project management workflows between Fergus and Morning 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 Fergus and Morning
Detailed info you need to know about Fergus and Morning integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Fergus to Morning
Set up your Fergus and Morning integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fergus and Morning 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 Fergus and Morning. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fergus and Morning work in WEXTL?
WEXTL exposes actions and triggers for Fergus and Morning 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.
Fergus triggersMorning actions
Fergus modules
- Accept a QuoteAccepts a quote in the system and confirms the transaction.
- Archive a SiteArchives a site.
- Create a Calendar EventCreates a new calendar event.
- Create a ContactCreates a new contact.
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job in the system.
- Create a Job PhaseCreates a new phase for a job.
- Create a Job QuoteCreates a new quote for a job.
- Create a SiteCreates a new site.
- Create an EnquiryCreates a new enquiry.
- Decline a QuoteDeclines a quote in the service.
- Delete a Calendar EventDeletes a calendar event from the specified calendar.
- Delete a CustomerDeletes an existing customer.
- Finalize a JobMarks a job as finalized.
- Get a Calendar EventRetrieves an existing calendar event.
- Get a ContactRetrieves a specific contact.
- Get a CustomerRetrieves a specific customer.
- Get a Customer InvoiceRetrieves a specific customer invoice.
- Get a FavouriteRetrieves favourites for a specific section.
- Get a JobRetrieves a specific job.
- Get a Job Financial SummaryRetrieves the financial summary for a job.
- Get a Job PhaseRetrieves a specific job phase.
- Get a Job Phase Financial SummaryRetrieves the financial summary for a job phase.
- Get a Job QuoteRetrieves a specific job quote.
- Get a Price BookRetrieves a specific price book.
- Get a Price Book ItemRetrieves a specific price book item.
- Get a Pricing TierRetrieves a specific pricing tier.
- Get a QuoteRetrieves a quote using its GUID.
- Get a SiteRetrieves a specific site.
- Get a UserRetrieves a single user.
- Get an EnquiryRetrieves an enquiry.
- List Calendar EventsRetrieves all calendar events.
- List ContactsRetrieves all contacts.
- List Customer InvoicesRetrieves all customer invoices.
- List CustomersRetrieves all customers.
- List EnquiriesRetrieves all enquiries.
- List FavouritesRetrieves all favourites.
- List Job PhasesRetrieves all phases for a job.
- List Job QuotesRetrieves all quotes for a job.
- List JobsRetrieves all jobs.
- List NotesRetrieves all notes and their replies.
- List Price Book ItemsRetrieves items in a price book.
- List Price BooksRetrieves all price books.
- List Pricing TiersRetrieves all pricing tiers.
- List SitesRetrieves all sites.
- List Stock on HandRetrieves stock on hand across all phases.
- List Stock on Hand by PhaseRetrieves stock on hand for a job phase.
- List Time EntriesRetrieves all time entries.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
Morning modules
- Associate Documents to a ClientAttaches existing documents to a client.
- Charge a Credit Card TokenCharges a saved credit card and creates the document for it.
- Close a DocumentCloses an open document by hand.
- Close an ExpenseCloses an expense.
- Create a ClientCreates a new client.
- Create a DocumentCreates a new document such as an invoice, receipt, or quote.
- Create a Payment FormCreates a payment request and returns a link where the customer can pay.
- Create a SupplierCreates a new supplier.
- Create an ExpenseCreates a new expense.
- Create an ItemCreates a new catalog item.
- Delete a ClientDeletes a client that is inactive and has no documents.
- Delete a SupplierDeletes a supplier that is inactive and has no expenses.
- Delete an ExpenseDeletes an expense.
- Delete an ItemDeletes a catalog item.
- Get a ClientReturns a single client by its ID.
- Get a DocumentReturns a single document by its ID.
- Get a Document PreviewReturns a preview of a document before it is created.
- Get a SupplierReturns a single supplier by its ID.
- Get an ExpenseReturns a single expense by its ID.
- Get an ItemReturns a single catalog item by its ID.
- Get Document Download LinksReturns the download links for a document.
- Get Document InformationReturns the next number and default settings for a document type.
- List Business CategoriesRetrieves the business categories and their sub-categories.
- List CitiesRetrieves the cities Morning supports for a country.
- List ClientsRetrieves a list of clients.
- List Connected UsersRetrieves the users connected to your partner account (partner accounts only).
- List CountriesRetrieves the countries Morning supports.
- List Credit Card TokensRetrieves a list of saved credit card tokens.
- List Document PaymentsRetrieves documents that contain payments matching your filters.
- List Document StatusesRetrieves the possible document statuses.
- List Document TemplatesRetrieves the available document design templates.
- List Document TypesRetrieves the available document types.
- List DocumentsRetrieves a list of documents that match your filters.
- List Exchange RatesRetrieves the latest exchange rates against a base currency.
- List Expense DraftsRetrieves a list of uploaded expense drafts that match your filters.
- List Expense StatusesRetrieves the possible expense statuses.
- List ExpensesRetrieves a list of expenses that match your filters.
- List ItemsRetrieves a list of catalog items.
- List Linked DocumentsRetrieves the documents linked to a document.
- List SuppliersRetrieves a list of suppliers.
- Make an API CallPerforms an arbitrary authorized API call.
- Merge ClientsMerges an inactive client into another client.
- Merge SuppliersMerges an inactive supplier into another supplier.
- Open a DocumentReopens a document that was closed by hand.
- Open an ExpenseReopens an expense.
- Remove a Connected UserDisconnects a user from your partner account (partner accounts only).
- Request User ApprovalAsks a Morning user to connect to your partner account (partner accounts only).
- Update a ClientUpdates an existing client.
- Update a Client BalanceSets the balance of a client.
- Update a SupplierUpdates an existing supplier.
Frequently asked questions
Common questions about connecting Fergus and Morning.
Connect your Fergus and Morning 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 Fergus's "Watch Calendar Events" fires, WEXTL can "Associate Documents to a Client" in Morning. Fergus has 12 triggers (including Watch Calendar Events, Watch Contacts, and Watch Customer Invoices); Morning has 53 actions (including Associate Documents to a Client, Charge a Credit Card Token, and Close a Document). 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. Fergus-to-Morning 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 Fergus (or Morning) 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 Fergus + Morning 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 Fergus and Morning integration.
- Fergus and Morning integration source code, module specs and credentials implementation.
- Our Fergus and Morning integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fergus and Morning — 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.
- Fergus integration information
- Morning integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library