Moneybird Integration

Bookkeeping for contacts, sales invoices, estimates, and payments. Sync Moneybird invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Deleted Contacts arrives, automatically continue with Fetch Contacts with Given Ids or Fetch Estimates with Given Ids.

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Supported triggers and actions for Moneybird integration

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

Watch Deleted ContactsTriggers when a contact is destroyed.
Watch New ContactsTriggers when a contact is created.
Watch New EstimatesTriggers when an estimate is created.
Watch New PaymentsTriggers when a payment is registered.
Watch New ProductsTriggers when a product is created.
Watch New ProjectsTriggers when a project is created.
Watch New Sales InvoicesTriggers when a sales invoice is created.
Watch New Time EntriesTriggers when a time entry is created.
Watch Paid Sales InvoicesTriggers when a sales invoice is marked paid.
Watch Updated ContactsTriggers when a contact is changed.
Watch Updated EstimatesTriggers when an estimate is updated.
Watch Updated Sales InvoicesTriggers when a sales invoice is updated.
Fetch Contacts with Given IdsRetrieves contacts with given ids.
Fetch Estimates with Given IdsRetrieves estimates with given ids.
Fetch External Sales Invoices with Given IdsRetrieves external sales invoices with given ids.
Fetch Financial Mutations with Given IdsRetrieves financial mutations with given ids.
Fetch Purchase Invoices with Given IdsRetrieves purchase invoices with given ids.
Fetch Receipts with Given IdsRetrieves receipts with given ids.
Fetch Recurring Sales Invoices with Given IDsRetrieves recurring sales invoices with given IDs.
Fetch Sales Invoices with Given IdsRetrieves sales invoices with given ids.
Filter ContactsRetrieves a filtered list of contacts.
Get Additional ChargesReturns additional charges.
Get Additional Charges (Subscriptions)Returns additional charges.
Get a Financial Mutation by IdReturns a financial mutation by id.
Get an Estimate by Estimate IdReturns an estimate by estimate_id.
Get an Estimate by IdReturns an estimate by id.
Get an External Sales Invoice by IdReturns an external sales invoice by id.
Get an Invoice by IdReturns an invoice by id.
Get an Invoice by Invoice IdReturns an invoice by invoice_id.
Get an Invoice by ReferenceReturns an invoice by reference.
Get a ReceiptReturns a receipt.
Get a Recurring Sales Invoice by IdReturns a recurring sales invoice by id.
Get a Time Entry by IdReturns a time entry by id.
Get ContactReturns contact.
Get Contact by Customer IdReturns contact by customer id.
Get Contact PersonReturns contact person.
Get Moneybird Payments MandateReturns moneybird Payments mandate.
Get Purchase InvoiceReturns purchase invoice.
Get Purchase InvoicesReturns purchase invoices.
Get SubscriptionReturns subscription.
List All Available Tax Rates for the AdministrationRetrieves a list of available tax rates for the administration.
List All ContactsRetrieves a list of contacts.
List All EstimatesRetrieves a list of estimates.
List All External InvoicesRetrieves a list of external invoices.
List All Financial MutationsRetrieves a list of financial mutations.
List All Ids and VersionsRetrieves a list of ids and versions.
List All IDs and VersionsRetrieves a list of ids and versions.
List All Ids and Versions (Estimates)Retrieves a list of ids and versions.
List All Ids and Versions (External Sales Invoices)Retrieves a list of ids and versions.
List All Ids and Versions (Financial Mutations)Retrieves a list of ids and versions.
List All Ids and Versions (Sales Invoices)Retrieves a list of ids and versions.
List All InvoicesRetrieves a list of invoices.
List All Ledger Accounts of an AdministrationRetrieves a list of ledger accounts of an administration.
List All Products of an AdministrationRetrieves a list of products of an administration.
List All Projects of an AdministrationRetrieves a list of projects of an administration.
List All Recurring Sales InvoicesRetrieves a list of recurring sales invoices.
List All Time EntriesRetrieves a list of time entries.
List All UsersRetrieves a list of users.
List All WebhooksRetrieves a list of webhooks.
List Ids and Versions of Purchase InvoicesRetrieves a list of ids and versions of purchase invoices.
List Ids and Versions of ReceiptsRetrieves a list of ids and versions of receipts.
List Possible Duplicate ContactsRetrieves a list of possible duplicate contacts.
List ReceiptsRetrieves a list of receipts.
List Subscriptions of a ContactRetrieves a list of subscriptions of a contact.
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.
Creates a New EstimatePerforms the a New Estimate operation.
Creates a New Group in a Task ListPerforms the a New Group in a Task List operation.
Creates a New Ledger AccountPerforms the a New Ledger Account operation.
Creates a New ProductPerforms the a New Product operation.
Creates a New ProjectPerforms the a New Project operation.
Creates a New Recurring Sales InvoicePerforms the a New Recurring Sales Invoice operation.
Deactivate a WebhookDeactivates a webhook.
Delete a ContactDeletes a contact.
Delete a Contact PersonDeletes a contact person.
Delete an AttachmentDeletes an attachment.
Delete an Attachment (Documents Purchase Invoices)Deletes an attachment.
Delete an Attachment (Documents Receipts)Deletes an attachment.
Delete an Attachment (Estimates)Deletes an attachment.
Delete an Attachment (External Sales Invoices)Deletes an attachment.
Delete an External Sales InvoiceDeletes an external sales invoice.
Delete a PaymentDeletes a payment.
Delete a Payment (Documents Purchase Invoices)Deletes a payment.
Delete a Payment (Documents Receipts)Deletes a payment.
Delete a Payment (External Sales Invoices)Deletes a payment.
Delete a Purchase InvoicesDeletes a purchase invoices.
Delete a ReceiptsDeletes a receipts.
Delete a Sales InvoiceDeletes a sales invoice.
Delete a Stored Moneybird Payments MandateDeletes a stored Moneybird Payments mandate.
Delete a Time EntryDeletes a time entry.
Delete a WebhookDeletes a webhook.
Deletes a Ledger AccountPerforms the a Ledger Account operation.
Deletes an EstimatePerforms the an Estimate operation.
Deletes a ProductPerforms the a Product operation.
Deletes a ProjectPerforms the a Project operation.
Destroy or Deactivate a Recurring Sales InvoiceDeletes or deactivate a recurring sales invoice.
Destroys Note from EntityDeletes note from entity.
Destroys Note from Entity (Documents Purchase Invoices)Deletes note from entity.
Destroys Note from Entity (Documents Receipts)Deletes note from entity.
Destroys Note from Entity (Estimates)Deletes note from entity.
Destroys Note from Entity (External Sales Invoices)Deletes note from entity.
Destroys Note from Entity (Recurring Sales Invoices)Deletes note from entity.
Destroys Note from Entity (Sales Invoices)Deletes note from entity.
Destroys Note from Entity (Time Entries)Deletes note from entity.
Download AttachmentDownloads attachment.
Download Attachment (Documents Purchase Invoices)Downloads attachment.
Download Attachment (Documents Receipts)Downloads attachment.
Download Attachment (Estimates)Downloads attachment.
Download Attachment (External Sales Invoices)Downloads attachment.
Download Estimate PDF by IdDownloads estimate PDF by id.
Download Sales Invoice Packing Slip PDF by IdDownloads sales invoice packing slip PDF by id.
Download Sales Invoice PDF by IdDownloads sales invoice PDF by id.
Download Sales Invoice UBL by IdDownloads sales invoice UBL by id.
Duplicate to Credit InvoiceDuplicates to credit invoice.
Links a Financial Mutation to a BookingPerforms the a Financial Mutation to a Booking operation.
Make an API CallPerforms an arbitrary authorized API call.
Mark as DubiousMarks as dubious.
Mark as Dubious (External Sales Invoices)Marks as dubious.
Mark as UncollectibleMarks as uncollectible.
Mark as Uncollectible (External Sales Invoices)Marks as uncollectible.
Pause Sales InvoicePauses sales invoice.
Register a PaymentRegisters a payment.
Register a Payment for a CreditinvoiceRegisters a payment for a creditinvoice.
Register a Payment for a Purchase InvoiceRegisters a payment for a purchase invoice.
Register a Payment for a ReceiptRegisters a payment for a receipt.
Request a New Moneybird Payments MandateRequests a new Moneybird Payments mandate.
Request an URL for Setting Up a Moneybird Payments MandateRequests an URL for setting up a Moneybird Payments mandate.
Resume a Stopped TimerResumes a stopped timer.
Resume Sales InvoiceResumes sales invoice.
Returns Information About a Ledger AccountPerforms the information About a Ledger Account operation.
Returns Information About a PaymentPerforms the information About a Payment operation.
Returns Information About a ProductPerforms the information About a Product operation.
Returns Information About a Product Based on the IdentifierPerforms the information About a Product Based on the Identifier operation.
Returns Information About a ProjectPerforms the information About a Project operation.
Sends an EstimatePerforms the an Estimate operation.
Sends an InvoicePerforms the an Invoice operation.
Sends a ReminderPerforms the a Reminder operation.
Stops an Active Time EntryPerforms the an Active Time Entry operation.
Unlinks a Booking from a Financial MutationPerforms the a Booking from a Financial Mutation operation.
Update a ContactUpdates a contact.
Update a Contact PersonUpdates a contact person.
Update an External Sales InvoiceUpdates an external sales invoice.
Update a ReceiptUpdates a receipt.
Update a Sales InvoiceUpdates a sales invoice.
Update a SubscriptionUpdates a subscription.
Update a Time EntryUpdates a time entry.
Update Purchase InvoiceUpdates purchase invoice.
Updates a Ledger AccountPerforms the a Ledger Account operation.
Updates an EstimatePerforms the an Estimate operation.
Updates a ProductPerforms the a Product operation.
Updates a ProjectPerforms the a Project operation.
Updates a Recurring Sales InvoicePerforms the a Recurring Sales Invoice operation.

How to integrate Moneybird in automation workflow?

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

STEP 1

Select Moneybird in workflow

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

STEP 2

Connect Moneybird

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

WEXTL wants to integrate with your Moneybird account. Approve?

STEP 3

Build a workflow

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

Moneybird

How Moneybird connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Moneybird 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 Moneybird supports.

Full Moneybird API documentation

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

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

Field	Type	Help
Administration IDRequired	text	The administration id in the URL when that administration is open. Sent on each request. Not stored as a server address.

Connect Moneybird to popular apps on WEXTL

Enter a name of the other app you want to sync with Moneybird below. Click on selected app to explore integration options with Moneybird. 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 Moneybird integration

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

Search for Add Attachment to External Sales Invoice, connect it as the next step of integration sequence. You can use filters between Watch New Sales Invoices and Add Attachment to External Sales Invoice, so only important data pass from Watch New Sales Invoices to the next step. WEXTL gives you full control over the process of Moneybird automation. All parts of workflow are visible on the canvas [4].

Moneybird on WEXTL has 200 modules for building finance automations. Explore Moneybird documentation for more.

Moneybird

Watch New Sales Invoices

bexio

Performs action

bexio

Triggers

Moneybird

Add Attachment to External Sales Invoice

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

Frequently asked questions

Common questions about automating Moneybird in your workflows.

Moneybird has 12 triggers, including "Watch Deleted Contacts", "Watch New Contacts", and "Watch New Estimates", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 188 actions, including "Fetch Contacts with Given Ids", "Fetch Estimates with Given Ids", and "Fetch External Sales Invoices with Given Ids", and more. Refer to our Moneybird 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 Moneybird integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Moneybird official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Moneybird 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 Moneybird 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 Moneybird 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 Moneybird 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 Moneybird integration.

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

Moneybird Integration

Supported triggers and actions for Moneybird integration