MILKEE Integration

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. Keep MILKEE financial workflows accurate without repetitive manual updates. Start from Watch Events and send the resulting data through Count Products or Get a Contact.

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Supported triggers and actions for MILKEE integration

Triggers can detect changes in MILKEE and run actions that can create, search or modify data inside MILKEE automatically [3] — exactly how you set them.

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 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 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 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 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.
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.
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 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 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 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 a Proposal AsChanges the status of an existing proposal.
Mark an Invoice AsChanges an invoice to the chosen status.
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 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 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 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.

How to integrate MILKEE in automation workflow?

3 simple steps to make your MILKEE connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select MILKEE in workflow

Pick MILKEE app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect MILKEE

When prompted, authorize access to MILKEE in WEXTL once. MILKEE credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your MILKEE account. Approve?

STEP 3

Build a workflow

Build your workflow with MILKEE yourself or with WEXTL® AI Builder. Connect MILKEE to any available integrations [5], or use HTTP node to go beyond them.

MILKEE

How MILKEE connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever MILKEE app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that MILKEE supports.

Full MILKEE API documentation

The following table illustrates what fields MILKEE integration require during authorization flow inside our workflow builder [4].

Demonstration of MILKEE connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API TokenRequired	password	In MILKEE: Integrationen → API → Token erstellen. The token is shown once — store it in a secrets manager. Renewing a token in MILKEE invalidates every existing connection, so update this credential straight after a rotation.
Company IDRequired	uinteger	The numeric company id every API path is scoped to. Find it in MILKEE under Einstellungen → Mein Unternehmen → Firmen-ID für API. One credential covers one company — create a second credential to work with a second company.

Connect MILKEE to popular apps on WEXTL

Enter a name of the other app you want to sync with MILKEE below. Click on selected app to explore integration options with MILKEE. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with MILKEE integration

Select Watch Events trigger from MILKEE - this will be a starting point in your automation. Whenever event happens in MILKEE, workflow will start [7] from Watch Events node.

Search for Create a Customer, connect it as the next step of integration sequence. You can use filters between Watch Events and Create a Customer, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of MILKEE automation. All parts of workflow are visible on the canvas [4].

MILKEE on WEXTL has 130 modules for building finance automations. Explore MILKEE documentation for more.

MILKEE

Watch Events

Chargebee

Performs action

Chargebee

Triggers

MILKEE

Create a Customer

Demonstration of how visual MILKEE automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating MILKEE in your workflows.

MILKEE has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 129 actions, including "Count Products", "Get a Contact", and "Get a Customer", and more. Refer to our MILKEE Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The MILKEE integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by MILKEE official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where MILKEE provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever MILKEE or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for MILKEE inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with MILKEE modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the MILKEE integration.

MILKEE integration source code, module specs and credentials implementation.
Internal MILKEE integration documentation, structured input and output parameters, scopes, and authentication methods.
Official MILKEE vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® MILKEE App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

MILKEE Integration

Supported triggers and actions for MILKEE integration