Morning Integration

Business management platform for invoicing, accounting, and payments. Turn Morning project events into automated updates across your delivery stack. When Watch Clients arrives, trigger Get a Client or Get a Document so teams stay aligned automatically.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for Morning integration

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

Watch ClientsTriggers when a client is created or updated.
Watch Declined Expense DraftsTriggers when an uploaded expense draft is declined.
Watch Expense File UpdatesTriggers when the file of an approved expense is updated.
Watch ExpensesTriggers when a new expense is added.
Watch Infected FilesTriggers when an uploaded file is found to be infected.
Watch New ClientsTriggers when a client is created.
Watch New DocumentsTriggers when a document is created.
Watch New ItemsTriggers when a new item is added.
Watch New SuppliersTriggers when a supplier is created.
Watch Parsed Expense DraftsTriggers when an uploaded expense draft finishes processing.
Watch Received PaymentsTriggers when a payment is received.
Watch Sale Page ContactsTriggers when a visitor sends their details on a sale page.
Watch Sale Page Paid OrdersTriggers when an order is paid on a sale page.
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.
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.
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.
Update an ExpenseUpdates an existing expense.
Update an ItemUpdates an existing catalog item.
Upload an Expense FileUploads a receipt or invoice file to create an expense draft or replace the file of an expense.

How to integrate Morning in automation workflow?

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

STEP 1

Select Morning in workflow

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

STEP 2

Connect Morning

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

WEXTL wants to integrate with your Morning account. Approve?

STEP 3

Build a workflow

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

Morning

How Morning connects and integrates with WEXTL

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

Full Morning API documentation

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

Video slide demonstrates how Morning is connected in WEXTL builder [4].

Field	Type	Help
EnvironmentRequired	select	Sandbox and Production use separate API keys. Test in Sandbox first.
API Key IDRequired	text	In Morning, open Settings, then Developer Tools, then API Keys, and create a key. Copy its ID here. Your plan must include API access.
API Key SecretRequired	password	The secret shown once when you create the key. Keep it somewhere safe.

Connect Morning to popular apps on WEXTL

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

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

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

Morning on WEXTL has 66 modules for building project management automations. Explore Morning documentation for more.

Video slide demonstrates how Watch New Documents and Get a Document Preview nodes are used in Morning workflow.

Video slide demonstrates how Watch New Documents and Get a Document Preview [6] nodes are used in Morning workflow.

Frequently asked questions

Common questions about automating Morning in your workflows.

Morning has 13 triggers, including "Watch Clients", "Watch Declined Expense Drafts", and "Watch Expense File Updates", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 53 actions, including "Get a Client", "Get a Document", and "Get a Document Preview", and more. Refer to our Morning 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 Morning integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Morning official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Morning 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 Morning 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 Morning 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 Morning 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 Morning integration.

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

Morning Integration

Supported triggers and actions for Morning integration