What actions can I run in MILKEE?

129 actions are available, including "Count Products", "Get a Contact", and "Get a Customer", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

MILKEE Integrations

Swiss accounting and invoicing — bookkeeping entries, chart of accounts and VAT rates, customers and contacts, invoices and proposals with positions and PDFs, projects, tasks and time tracking, plus the CAMT bank-import pipeline. Wire MILKEE into workflows so reconciliations and notifications stay accurate.

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Watch EventsTriggers when a Milkee webhook event is delivered.
Count ProductsReturns the total number of products for the company.
Get a ContactReturns a single contact by its identifier.
Get a CustomerReturns a single customer by its identifier.
Get an AccountReturns a single account including its current balance.
Get an EntryReturns a single bookkeeping entry by identifier.
Get an Import Entry Receipt URLReturns a temporary signed URL for an import receipt.
Get an InvoiceReturns a single invoice with its related records.
Get an Invoice PDFRetrieves an invoice rendered as a PDF file.
Get a ProductReturns a single product by ID.
Get a ProjectReturns a single project by ID.
Get a ProposalReturns a single proposal with its related records.
Get a Proposal PDFDownloads a proposal as a generated PDF file.
Get a ServiceReturns a single service including its category.
Get a Service CategoryReturns a single service category by its identifier.
Get a TagReturns a single tag by its identifier.
Get a TaskReturns a single task by ID.
Get a Tax RateReturns a single tax rate by its identifier.
Get a Time EntryReturns a single time tracking entry by identifier.
Get Customer StatisticsReturns formatted financial totals and hours for a customer.
Get Next Customer NumberReturns the next available customer number.
Get Next Entry NumberReturns the next available bookkeeping entry number.
Get Next Invoice NumberReturns the next available invoice number.
Get Next Proposal NumberReturns the next free proposal number.
Get Timer StatusReturns whether a timer is running and the active timer details.
List AccountsRetrieves the company chart of accounts.
List ContactsRetrieves a list of contacts for the company.
List CustomersRetrieves a list of customers for the company.
List EntriesRetrieves a list of bookkeeping entries for the company.
List Import EntriesRetrieves a list of imported bank transactions awaiting categorisation.
List Invoice ActivitiesRetrieves the activity history of an invoice.
List Invoice PositionsRetrieves the line items on an invoice.
List InvoicesRetrieves a list of invoices for the company.
List ProductsRetrieves a list of products for the company.
List ProjectsRetrieves a list of projects for the company.
List Proposal ActivitiesReturns the activity history of a proposal.
List Proposal PositionsRetrieves the line items of a proposal.
List ProposalsRetrieves a list of proposals for the company.
List Service CategoriesRetrieves every service category for the company.
List ServicesRetrieves a list of services for the company.
List Tag ColorsRetrieves the list of colors that tags can use.
List TagsRetrieves a list of tags for the company.
List TasksRetrieves a list of tasks for the company.
List Tax RatesRetrieves a list of tax rates for the company.
List Time EntriesRetrieves a list of time tracking entries for the company.
Attach a File to a ProposalAttaches a file to an existing proposal.
Create a CustomerCreates a new customer and can add a primary contact.
Create an AccountCreates a new bookkeeping account.
Create an EntryCreates a new bookkeeping entry from the chosen accounts.
Create an InvoiceCreates a new invoice for a customer.
Create an Invoice PositionAdds a line item to an invoice.
Create a ProductCreates a new reusable product for invoices and proposals.
Create a ProjectCreates a new project for a customer.
Create a ProposalCreates a new proposal for a customer.
Create a Proposal PositionAdds a line item to an existing proposal.
Create a ServiceCreates a new service for time tracking.
Create a Service CategoryCreates a new service category.
Create a TagCreates a new tag for categorizing bookkeeping entries.
Create a TaskCreates a new task on a project.
Create a Tax RateCreates a new tax rate for bookkeeping and documents.
Create a Time EntryCreates a new time tracking entry for a project.
Delete a ContactPermanently removes a contact that has no invoices or proposals.
Delete a CustomerPermanently removes a customer that has no projects or invoices.
Delete an AccountPermanently removes an account that has no entries.
Delete an EntryDeletes a bookkeeping entry when the year is still open.
Delete an Import Entry ReceiptRemoves the receipt file from an imported bank transaction.
Delete an InvoiceDeletes an invoice and reopens its linked time entries.
Delete an Invoice PositionRemoves a line item from an invoice.
Delete a ProductDeletes an existing product permanently.
Delete a ProjectDeletes an existing project permanently.
Delete a ProposalDeletes an existing proposal permanently.
Delete a Proposal PositionRemoves a line item from an existing proposal.
Delete a ServicePermanently removes a service that has no time entries.
Delete a Service CategoryPermanently removes a service category and clears it from services.
Delete a TagPermanently removes a tag from the company.
Delete a TaskDeletes an existing project task permanently.
Delete a Tax RatePermanently removes a tax rate that is unused.
Delete a Time EntryDeletes a time tracking entry that is still open.
Delete Import EntriesDeletes imported bank transactions, or every import row at once.
Delete Multiple ContactsPermanently removes several contacts, skipping any that are still linked.
Delete Multiple CustomersPermanently removes several customers in one request.
Delete Multiple EntriesDeletes several bookkeeping entries in one request.
Delete Multiple InvoicesDeletes several invoices in one request.
Delete Multiple ProjectsDeletes several projects in one request.
Delete Multiple ProposalsDeletes several proposals in one request.
Delete Multiple ServicesDeletes several services and reports how many were skipped.
Delete Multiple Time EntriesDeletes several time tracking entries at once.
Delete the Active TimerDiscards the active timer without saving a time entry.
Detach a File from a ProposalRemoves an attached file from an existing proposal.
Import Customers from CSVImports customers from an uploaded spreadsheet file.
Import Time Entries from CSVImports time entries from an uploaded spreadsheet file.
Make an API CallPerforms an arbitrary authorized API call.
Mark an Invoice AsChanges an invoice to the chosen status.
Mark a Proposal AsChanges the status of an existing proposal.
Mark Multiple Invoices AsChanges the status of several invoices at once.
Mark Multiple Proposals AsChanges the status of several proposals.
Process Import Entries into EntriesCreates real bookkeeping entries from categorised bank imports.
Reset an Import EntryRestores an imported bank transaction to its original bank description.
Reset the Chart of AccountsDeletes every account and restores the default Swiss KMU chart of accounts.
Set Archive State for Multiple ContactsArchives or unarchives several contacts in one request.
Set Archive State for Multiple ProjectsArchives or unarchives several projects in one request.
Set Timer DescriptionUpdates the description on the active timer.
Split a Proposal into InvoicesCreates invoices from a proposal using split amounts.
Start or Stop the TimerToggles the active timer on or off for the authenticated user.
Update a ContactUpdates an existing contact.
Update a CustomerUpdates an existing customer.
Update an AccountUpdates an existing bookkeeping account.
Update an EntryUpdates an existing bookkeeping entry.
Update an Import EntryUpdates an imported bank transaction with accounts and tags.
Update an InvoiceUpdates an existing invoice with new details.
Update an Invoice PositionUpdates a line item on an invoice.
Update a ProductUpdates an existing product.
Update a ProjectUpdates an existing project.
Update a ProposalUpdates the fields of an existing proposal.
Update a Proposal PositionUpdates a line item on an existing proposal.
Update a ServiceUpdates an existing service.
Update a Service CategoryUpdates an existing service category.
Update a TagUpdates an existing tag.
Update a TaskUpdates an existing project task.
Update a Tax RateUpdates an existing tax rate.
Update a Time EntryUpdates an existing time tracking entry.
Update Multiple CustomersUpdates several customers in one request.
Update Multiple EntriesUpdates several bookkeeping entries with the same values.
Update Multiple Import EntriesUpdates several imported bank transactions with the same values.
Update Multiple InvoicesUpdates several invoices with the same field values.
Update Multiple ProposalsUpdates several proposals in one request.
Update Multiple ServicesUpdates the hourly rate or archive state of several services.
Update Multiple Time EntriesUpdates several open time tracking entries at once.
Upload a CAMT FileImports bank transactions from a CAMT statement file.
Upload an Import Entry ReceiptAttaches a receipt file to an imported bank transaction.

When to use MILKEE

Common scenarios where MILKEE automation saves time and reduces manual work.

React to "Watch Events" in MILKEE in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Contact" in MILKEE from any upstream event — map fields once and let the automation handle the rest.
Include "Get a Contact" from MILKEE in larger multi-tool workflows to move data end-to-end without hand-offs.

Frequently asked questions

Common questions about automating MILKEE in your workflows.

MILKEE has 1 trigger, including "Watch Events". Use them to start workflows the moment MILKEE events fire — no polling required.

MILKEE Integrations

When to use MILKEE

Frequently asked questions

MILKEE Integrations

When to use MILKEE

Connect MILKEE to any app in workflows

Frequently asked questions

Connect MILKEE to any app in workflows

Connect MILKEE to any app in workflows

Connect MILKEE to any app in workflows

MILKEE Integrations

MILKEE triggers and actions

When to use MILKEE

Frequently asked questions

What triggers does MILKEE support?

What actions can I run in MILKEE?

Do I need to write code to automate this?

Is the integration secure?

MILKEE Integrations

MILKEE triggers and actions

When to use MILKEE

Connect MILKEE to any app in workflows

Frequently asked questions

What triggers does MILKEE support?

What actions can I run in MILKEE?

Do I need to write code to automate this?

Is the integration secure?

Connect MILKEE to any app in workflows

Connect MILKEE to any app in workflows

Connect MILKEE to any app in workflows