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Morning Project Management API: Watch Clients, Create a Client

Project and resource planning with visual timelines and team scheduling. 3 triggers, 8 searches, and 11 actions including Watch Clients.

About this integration

Project and resource planning with visual timelines and team scheduling. Use it from the workflow canvas with no custom glue script required.

This integration exposes 3 triggers, 8 search modules and 11 actions as workflow nodes. Authentication uses oauth authentication.

How to connect

The credential form asks for Environment, API Key ID, and API Key Secret.

Prefer the interactive builder form? Open it on the app page.

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Morning to WEXTL®

Connecting Morning to WEXTL®

Field	Type	Help
EnvironmentRequired	select	—
API Key IDRequired	text	You can create an API Key ID via `Account -> Developer Tools -> API Keys`.
API Key SecretRequired	password	You can create an API Key Secret via `Account -> Developer Tools -> API Keys`.

Use it in workflow automation

Start with Watch Clients, then add Create a Client.

The canvas below runs Watch Clients into Create a Client — watch the video, then drop a node onto the canvas.

Select the Watch Clients trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Delete a Client as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 14 ready-made modules for project management work — each run logs its inputs and outputs for debugging.

Morning workflow on the canvas: Watch Clients then Delete a Client

Morning workflow on the canvas: Watch Clients then Delete a Client

Triggers, searches and actions

Use the tables below to inspect Morning's 3 triggers, 8 search modules, and 11 actions.

Triggers

3 triggers fire automatically when specified events occur — no polling or cron job needed.

Watch Clients
Watch Expenses
Watch New Items

Searches

Fetch data on demand using 8 search modules that query the app during a run.

Get a Client
Get a Document
Get an Expense
Get an Item
List Clients

3more searches

Actions

11 action modules cover the full range of create, update, and delete operations.

Create a Client
Create a Document
Create an Expense
Create an Item
Delete a Client

6more actions

Explore the fields available for each Morning trigger, search, and action.

Triggers

Output fields

Field	Type
ID	text
Name	text
Name Aliases	array
Active	boolean
Send	boolean
Department	text
Tax ID	text
Accounting Key	text
Payment Terms	number
Bank Name	text
Bank Branch	text
Bank Account	text
Address	text
City	text
Zip	text
Country	text
Emails	array
Labels	array
Remarks	text
Contact Person	text

6other output fields

Output fields

Field	Type
Business Type	number
Document Type	number
ID	text
Status	number
Payment Type	number
Currency	text
Currency Rate	number
Amount Exclude Vat	number
Vat	number
Amount Local	number
Amount Exclude Local	number
Payment Amount Local	number
Amount	number
Date	date
Reporting Date	date
Number	text
Active	boolean
Creation Date	date
Last Update Date	date
Accounting Classification	object
ID	text
Title	text
Income	number
Vat	number
Mixed	number

15other output fields

Output fields

Field	Type
ID	text
Name	text
Description	text
Price	number
Currency	text
Creation Date	date

Searches

Input fields

Field	Type
ClientRequired	choice

Output fields

Field	Type
ID	text
Name	text
Name Aliases	array
Active	boolean
Send	boolean
Department	text
Tax ID	text
Accounting Key	text
Payment Terms	number
Bank Name	text
Bank Branch	text
Bank Account	text
Address	text
City	text
Zip	text
Country	text
Emails	array
Labels	array
Remarks	text
Contact Person	text

6other output fields

Input fields

Field	Type
DocumentRequired	choice

Output fields

Field	Type
ID	text
Type	number
Number	text
Lang	text
Currency	text
Currency Rate	number
Vat Type	number
Vat Rate	number
Status	number
Template ID	number
Skin ID	number
Description	text
Remarks	text
Document Date	date
Creation Date	date
Amount Due Vat	number
Amount Exempt Vat	number
Vat	number
Amount	number
Amount Opened	number

22other output fields

Input fields

Field	Type
ExpenseRequired	choice

Output fields

Field	Type
Business Type	number
Document Type	number
ID	text
Status	number
Payment Type	number
Currency	text
Currency Rate	number
Amount Exclude Vat	number
Vat	number
Amount Local	number
Amount Exclude Local	number
Payment Amount Local	number
Amount	number
Date	date
Reporting Date	date
Number	text
Active	boolean
Creation Date	date
Last Update Date	date
Accounting Classification	object
ID	text
Title	text
Income	number
Vat	number
Mixed	number

15other output fields

Input fields

Field	Type
ItemRequired	choice

Output fields

Field	Type
ID	text
Name	text
Description	text
Price	number
Currency	text
Creation Date	date

Input fields

Field	Type
ID	text
Name	text
Name Aliases	array
Active	boolean
Send	boolean
Department	text
Tax ID	text
Accounting Key	text
Payment Terms	number
Bank Name	text
Bank Branch	text
Bank Account	text
Address	text
City	text
Zip	text
Country	text
Emails	array
Labels	array
Remarks	text
Contact Person	text

5other input fields

Output fields

Field	Type
ID	text
Name	text
Name Aliases	array
Active	boolean
Send	boolean
Department	text
Tax ID	text
Accounting Key	text
Payment Terms	number
Bank Name	text
Bank Branch	text
Bank Account	text
Address	text
City	text
Zip	text
Country	text
Emails	array
Labels	array
Remarks	text
Contact Person	text

6other output fields

Input fields

Field	Type
ID	text
Name	text
Description	text
Price	number
Currency	text
Creation Date	date
Limit	number

Output fields

Field	Type
ID	text
Type	number
Number	text
Lang	text
Currency	text
Currency Rate	number
Vat Type	number
Vat Rate	number
Status	number
Template ID	number
Skin ID	number
Description	text
Remarks	text
Document Date	date
Creation Date	date
Amount Due Vat	number
Amount Exempt Vat	number
Vat	number
Amount	number
Amount Opened	number

22other output fields

Input fields

Field	Type
Business Type	number
Document Type	number
ID	text
Status	number
Payment Type	number
Currency	text
Currency Rate	number
Amount Exclude Vat	number
Vat	number
Amount Local	number
Amount Exclude Local	number
Payment Amount Local	number
Amount	number
Date	date
Reporting Date	date
Number	text
Active	boolean
Creation Date	date
Last Update Date	date
Accounting Classification	object
ID	text
Title	text
Income	number
Vat	number
Mixed	number

16other input fields

Output fields

Field	Type
Business Type	number
Document Type	number
ID	text
Status	number
Payment Type	number
Currency	text
Currency Rate	number
Amount Exclude Vat	number
Vat	number
Amount Local	number
Amount Exclude Local	number
Payment Amount Local	number
Amount	number
Date	date
Reporting Date	date
Number	text
Active	boolean
Creation Date	date
Last Update Date	date
Accounting Classification	object
ID	text
Title	text
Income	number
Vat	number
Mixed	number

15other output fields

Input fields

Field	Type
ID	text
Name	text
Description	text
Price	number
Currency	text
Creation Date	date
Limit	number

Output fields

Field	Type
ID	text
Name	text
Description	text
Price	number
Currency	text
Creation Date	date

Actions

Input fields

Field	Type
NameRequired	text
EmailsRequired	array
Payment Terms	number
Tax ID	text
Address	text
City	text
ZIP Code	text
Country	text
Accounting Key	text
Category	number
Subcategory	number

Output fields

Field	Type
ID	text
Name	text
Name Aliases	array
Active	boolean
Send	boolean
Department	text
Tax ID	text
Accounting Key	text
Payment Terms	number
Bank Name	text
Bank Branch	text
Bank Account	text
Address	text
City	text
Zip	text
Country	text
Emails	array
Labels	array
Remarks	text
Contact Person	text

6other output fields

Input fields

Field	Type
TypeRequired	choice
Primary LanguageRequired	choice
CurrencyRequired	text
VAT TypeRequired	choice
Description	text
Remarks	text
Attachment	boolean
Footer	text
Email Content	text
Client	object
Client ID	choice
Self	boolean
Emails	array
Rounding	boolean
Signed	boolean
Income	array
Payment	array
Linked Document IDs	choice
Discount	object
Discount Amount	number
Discount Type	choice
Document Date	date
Document Due Date	date

Output fields

Field	Type
ID	text
Type	number
Number	text
Lang	text
Currency	text
Currency Rate	number
Vat Type	number
Vat Rate	number
Status	number
Template ID	number
Skin ID	number
Description	text
Remarks	text
Document Date	date
Creation Date	date
Amount Due Vat	number
Amount Exempt Vat	number
Vat	number
Amount	number
Amount Opened	number

22other output fields

Input fields

Field	Type
Document Type	choice
NumberRequired	text
Date	date
Reporting Date	date
Payment TypeRequired	choice
VATRequired	number
AmountRequired	number
CurrencyRequired	text
Description	text
Remarks	text
Supplier	object
IDRequired	choice
Accounting Classification	object
TypeRequired	number
IRS CodeRequired	number
TitleRequired	text
CodeRequired	text
KeyRequired	text
IncomeRequired	number
VATRequired	number
AddRequired	boolean
Active	boolean

Output fields

Field	Type
Business Type	number
Document Type	number
ID	text
Status	number
Payment Type	number
Currency	text
Currency Rate	number
Amount Exclude Vat	number
Vat	number
Amount Local	number
Amount Exclude Local	number
Payment Amount Local	number
Amount	number
Date	date
Reporting Date	date
Number	text
Active	boolean
Creation Date	date
Last Update Date	date
Accounting Classification	object
ID	text
Title	text
Income	number
Vat	number
Mixed	number

15other output fields

Input fields

Field	Type
NameRequired	text
DescriptionRequired	text
Price	number
CurrencyRequired	text

Output fields

Field	Type
ID	text
Name	text
Description	text
Price	number
Currency	text
Creation Date	date
Last Update Date	date

Input fields

Field	Type
ClientRequired	choice

Input fields

Field	Type
ExpenseRequired	choice

Input fields

Field	Type
ItemRequired	choice

Input fields

Field	Type
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields

Field	Type
Body	text
Headers	object
Status code	number

Input fields

Field	Type
ClientRequired	choice
Name	text
Emails	array
Payment Terms	number
Tax ID	text
Address	text
City	text
ZIP Code	text
Country	text
Accounting Key	text
Category	number
Subcategory	number
Active	boolean

Output fields

Field	Type
ID	text
Name	text
Name Aliases	array
Active	boolean
Send	boolean
Department	text
Tax ID	text
Accounting Key	text
Payment Terms	number
Bank Name	text
Bank Branch	text
Bank Account	text
Address	text
City	text
Zip	text
Country	text
Emails	array
Labels	array
Remarks	text
Contact Person	text

6other output fields

Input fields

Field	Type
ExpenseRequired	choice
Business Type	number
Document Type	choice
Status	number
Payment Type	choice
Currency	text
Currency Rate	number
Amount Exclude Vat	number
Vat	number
Amount Local	number
Amount Exclude Local	number
Payment Amount Local	number
Amount	number
Date	date
Reporting Date	date
Number	text
Active	boolean
Creation Date	date
Last Update Date	date
Accounting Classification	object
ID	text
Title	text
Income	number
Vat	number
Mixed	number

15other input fields

Output fields

Field	Type
ID	text
Name	text
Name Aliases	array
Active	boolean
Send	boolean
Department	text
Tax ID	text
Accounting Key	text
Payment Terms	number
Bank Name	text
Bank Branch	text
Bank Account	text
Address	text
City	text
Zip	text
Country	text
Emails	array
Labels	array
Remarks	text
Contact Person	text

6other output fields

Input fields

Field	Type
ItemRequired	choice
Name	text
Description	text
Price	number
Currency	text

Output fields

Field	Type
ID	text
Name	text
Description	text
Price	number
Currency	text
Creation Date	date
Last Update Date	date