Moneybird

The Moneybird modules allow you to watch, create, update, list, retrieve, and delete the sales invoices, contacts, documents, list receipts, purchase invoices, and quotes in your Moneybird account.

Getting Started with Moneybird

Prerequisites

A Moneybird account

In order to use Moneybird with Make, it is necessary to have a Moneybird account. If you do not have one, you can create a Moneybird account at moneybird.com.

Connecting Moneybird to Make

1. Go to Make and open the Moneybird module's Create a connection dialog.

2. Enter a name for the connection and click Continue.

3. Confirm the access by clicking the Allow button.

The connection has been established.

Sales Invoices

Watch Sales Invoices

Triggers when a sales invoice is added, updated, or deleted.

Required Permissions: settings

You do not have to add the webhooks in the Moneybird as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Moneybird account.
Events	Select the events for which you want to watch the sales invoices.

Create a Sales Invoice

Creates a new sales invoice.

Required Permissions: sales_invoices

Connection

Establish a connection to your Moneybird account.

Contact ID

Select the Contact ID for whom you are creating the invoice.

Workflow ID

Select the Workflow ID for the invoice. For example, standard.

Details

Add the item details to the invoice:

Description	Enter the details of the item.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Project ID	Select the Project ID to which the items belong to.
Product ID	Select the Project ID to which the items belong to.
Time Entry IDs	Add the Time Entry IDs for the items.

Currency

Select the applicable currency for the invoice.

Include VAT

Select whether to include the VAT in the invoice amount.

Discount

Enter the discount percentage provided for the invoice without the % symbol.

Reference

Enter the invoice reference number.

Invoice Sequence ID

Enter the Invoice Sequence ID of the invoice.

Invoice Date

Enter the date when the invoice is created.

Invoice Expire Days

Enter the number of days by which the invoice expires.

Payment Conditions

Enter the details of the invoice payment conditions.

Document Style ID

Select the invoice Document Style ID.

List Sales Invoices

Searches sales invoices by criteria.

Required Permissions: sales_invoices

Connection	Establish a connection to your Moneybird account.
Period	Select the option for the period for which you want to list the sales invoices: Choose a period Input Manually
Description of Period	Select the period for which you want to list the sales invoices: Previous Month This Month Next Month Previous Quarter This Quarter Previous Year This Year Next Year
From	Enter the date to list the invoices created on or after the specified date.
To	Enter the date to list the invoices created on or before the specified date.
Status	Select the status of the invoices you want to list: All Draft Open Scheduled Expired Pending payment Reminded Paid Uncollectible
Contact ID	Select the Contact ID whose sales invoices you want to list.
Recurring Sales Invoice ID	Select the Recurring Sales Invoice ID whose details you want to list.
Workflow ID	Select the Workflow ID of the Sales Invoice you want to list.
Limit	Set the maximum number of sales invoices Make should return during one scenario execution cycle.

Update a Sale Invoice

Updates a sales invoice by its ID.

Required Permissions: sales_invoices

Connection

Establish a connection to your Moneybird account.

Invoice ID

Select the Invoice ID whose details you want to update.

Contact ID

Select the Contact ID to whom the invoice belongs to.

Workflow ID

Select the Workflow ID for the invoice.

Details Attributes

Add the item details to the invoice:

Description	Enter the details of the item.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Project ID	Select the Project ID to which the items belong to.
Product ID	Select the Project ID to which the items belong to.
Time Entry IDs	Add the Time Entry IDs for the items.

Currency

Select the applicable currency for the invoice.

Include VAT

Select whether to include the VAT in the invoice amount.

Discount

Enter the discount percentage provided for the invoice without the % symbol.

Reference

Enter the invoice reference number.

Invoice Sequence ID

Enter the Invoice Sequence ID of the invoice.

Invoice Date

Enter the date when the invoice is created.

Invoice Expire Days

Enter the number of days by which the invoice expires.

Payment Conditions

Enter the details of the invoice payment conditions.

Document Style ID

Select the invoice Document Style ID.

Receipt

Create a Receipt

Creates a new receipt.

Required Permissions: documents

Connection

Establish a connection to your Moneybird account.

Contact ID

Select the Contact ID whose receipt you want to create.

Reference

Enter the reference for the receipt. For example, foobar.

Date

Enter the date for the receipt.

Details Attributes

Add the item details to the receipt:

Description	Enter the details of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Project ID	Select the Project ID to which the items belong to.

Currency

Select the applicable currency for the receipt.

Include VAT

Select whether to include the VAT in the receipt amount.

Register Payment to Account

Select the account to which you want to register the receipt payment.

List Receipts

Searches receipts by criteria.

Required Permissions: documents

Connection	Establish a connection to your Moneybird account.
Period	Select the option for the period for which you want to list the receipts: Choose a period Input Manually
Description of Period	Select the period for which you want to list the receipts: Previous Month This Month Next Month Previous Quarter This Quarter Previous Year This Year Next Year
From	Enter the date to list the invoices created on or after the specified date.
To	Enter the date to list the invoices created on or before the specified date.
Status	Select the status of the invoices you want to list: All Draft Open Scheduled Expired Pending payment Reminded Paid Uncollectible
Contact ID	Select the Contact ID whose receipts you want to list.
Limit	Set the maximum number of receipts Make should return during one scenario execution cycle.

Update a Receipt

Updates a receipt by its ID.

Required Permissions: documents

Connection

Establish a connection to your Moneybird account.

Receipt ID

Select the Receipt ID whose details you want to update.

Contact ID

Select the Contact ID whose receipt you want to create.

Reference

Enter the reference for the receipt. For example, foobar.

Date

Enter the date for the receipt.

Details Attributes

Add the item details to the receipt:

Description	Enter the details of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Project ID	Select the Project ID to which the items belong to.

Currency

Select the applicable currency for the receipt.

Include VAT

Select whether to include the VAT in the receipt amount.

Register Payment to Account

Select the account to which you want to register the receipt payment.

Purchase Invoice

Create a Purchase Invoice

Creates a new purchase invoice.

Required Permissions: documents

Connection

Establish a connection to your Moneybird account.

Contact ID

Select the Contact ID whose purchase invoice you want to create.

Reference

Enter the reference for the purchase invoice. For example, foobar.

Details Attributes

Add the item details to the receipt:

Description	Enter the details of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Project ID	Select the Project ID to which the items belong to.

Date

Enter the date for the purchase invoice.

Due Date

Enter the date when the purchase invoice is due for payment.

Currency

Select the applicable currency for the purchase invoice.

Include VAT

Select whether to include the VAT in the purchase invoice amount.

List Purchase Invoices

Searches purchase invoices by criteria.

Required Permissions: documents

Connection

Establish a connection to your Moneybird account.

Contact ID

Select the Contact ID whose purchase invoice you want to create.

Reference

Enter the reference for the purchase invoice. For example, foobar.

Details Attributes

Add the item details to the receipt:

Description	Enter the details of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Project ID	Select the Project ID to which the items belong to.

Date

Enter the date for the purchase invoice.

Due Date

Enter the date when the purchase invoice is due for payment.

Currency

Select the applicable currency for the purchase invoice.

Include VAT

Select whether to include the VAT in the purchase invoice amount.

Update a Purchase Invoice

Updates a purchase invoice by its ID.

Required Permissions: documents

Connection

Establish a connection to your Moneybird account.

Purchase Invoice

Select the invoice whose details you want to update.

Contact ID

Select the Contact ID whose purchase invoice you want to create.

Reference

Enter the reference for the purchase invoice. For example, foobar.

Details Attributes

Add the item details to the receipt:

Description	Enter the details of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Project ID	Select the Project ID to which the items belong to.

Date

Enter the date for the purchase invoice.

Due Date

Enter the date when the purchase invoice is due for payment.

Currency

Select the applicable currency for the purchase invoice.

Include VAT

Select whether to include the VAT in the purchase invoice amount.

Documents

Watch Documents

Triggers when a document is added, updated, or deleted.

Required Permissions: settings

Note

You do not have to add the webhooks in the Moneybird as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Moneybird account.
Events	Select the events for which you want to watch the documents.

Create a General Document

Creates a new general document.

Required Permissions: documents

Connection	Establish a connection to your Moneybird account.
Reference	Enter the document reference details. For example, `foobar`.
Date	Enter the date on which you are creating the document.
Due Date	Enter the date by when the document must be complete.
Contact ID	Select the Contact ID associated with the document.
Reminder Date	Enter the date when the reminder to completing the document must be sent.

List General Documents

Searches general documents by criteria.

Required Permissions: documents

Connection	Establish a connection to your Moneybird account.
Period	Select the option for entering period details for which you want to list the documents.
Description of Period	Select the period for which you want to list the documents: Previous Month This Month Next Month Previous Quarter This Quarter Previous Year This Year Next Year
From	Enter the date to list the documents created on or after the specified date.
To	Enter the date to list the documents created on or before the specified date.
Status	Select the status of the document you want to list: All New Saved Open Paid Pending Payment Expired
Contact ID	Select the Contact ID whose documents you want to list.
Limit	Set the maximum number of documents Make should return during one scenario execution cycle.

Update a General Document

Updates a general document by its ID.

Required Permissions: documents

Connection	Establish a connection to your Moneybird account.
Reference	Enter the document reference details. For example, `foobar`.
Date	Enter the date on which you are creating the document.
Due Date	Enter the date by when the document must be complete.
Contact ID	Select the Contact ID associated with the document.
Reminder Date	Enter the date when the reminder to completing the document must be sent.

Quotes

Watch Quotes

Triggers when a quote is added, updated, or deleted.

Required Permissions: settings

Note

You do not have to add the webhooks in the Moneybird as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Moneybird account.
Events	Select the events for which you want to watch the quotes.

Create a Quote

Creates a new quote.

Required Permissions: estimates

Connection

Establish a connection to your Moneybird account.

Contact ID

Select the Contact ID for whom you are creating the quote.

Workflow ID

Select the Workflow ID for the quote.

Details

Add the item details to the quote:

Description	Enter the details of the item.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Project ID	Select the Project ID to which the items belong.
Product ID	Select the Project ID to which the items belong.
Is Optional	Select whether this item is optional for the quote.

Reference

Enter the reference details for the quote.

Quote Date

Enter the date when the quote is created.

Quote Sequence ID

Enter the Quote Sequence ID.

Quote Expiry Days

Enter the number of days after which the quote expires.

Show Tax on Quote

Select whether to show the tax details in the quote.

Include VAT

Select whether to include the VAT in the quoted amount.

Discount

Enter the discount percentage provided for the quote without the % symbol.

Currency

Select the currency applicable to the quote.

Pre-Description

Enter the pre-description of the quote.

Post-Description

Enter the post-description of the quote.

Document Style ID

Select the Document Style ID for the quote. For example, standard.

Language

Select the language applicable to the quote.

List Quotes

Searches quotes by criteria.

Required Permissions: estimates

Connection	Establish a connection to your Moneybird account.
State	Select the status of the quote you want to list: All Draft Open Late Accepted Rejected Billed Archived
Period	Select the option for the period for which you want to list the quotes: Choose a period Input Manually
Description of Period	Select the period for which you want to list the quotes: Previous Month This Month Next Month Previous Quarter This Quarter Previous Year This Year Next Year
From	Enter the date to list the quotes created on or after the specified date.
To	Enter the date to list the quotes created on or before the specified date.
Contact ID	Select the Contact ID whose quotes you want to list.
Workflow ID	Select the Workflow ID of the quotes you want to list.
Limit	Set the maximum number of quotes Make should return during one scenario execution cycle.

Update a Quote

Updates a quote by its ID.

Required Permissions: estimates

Connection

Establish a connection to your Moneybird account.

Quote ID

Select the Quote ID whose details you want to update.

Contact ID

Select the Contact ID for whom you are creating the quote.

Workflow ID

Select the Workflow ID for the quote.

Details

Add the item details to the quote:

Description	Enter the details of the item.
Date Range	Select the option to select the date range for the item.
Period	Select the period range for the items: Previous Month Next Month This Month
From	Enter the date to add the items that were added on or after the specified date.
To	Enter the date to add the items that were added on or before the specified date.
Amount	Enter the amount for the items.
Price	Enter the price of the item.
Tax Rate ID	Select the Tax Rate ID for the items. For example, `5%`.
Ledger Account ID	Select the Ledger Account ID for the items.
Project ID	Select the Project ID to which the items belong.
Product ID	Select the Project ID to which the items belong.
Is Optional	Select whether this item is optional for the quote.

Reference

Enter the reference details for the quote.

Quote Date

Enter the date when the quote is created.

Quote Sequence ID

Enter the Quote Sequence ID.

Quote Expiry Days

Enter the number of days after which the quote expires.

Show Tax on Quote

Select whether to show the tax details in the quote.

Include VAT

Select whether to include the VAT in the quoted amount.

Discount

Enter the discount percentage provided for the quote without the % symbol.

Currency

Select the currency applicable to the quote.

Pre-Description

Enter the pre-description of the quote.

Post-Description

Enter the post-description of the quote.

Document Style ID

Select the Document Style ID for the quote. For example, standard.

Language

Select the language applicable to the quote.

Contacts

Watch Contacts

Triggers when a contact is added, updated, or deleted.

Required Permissions: settings

Note

You do not have to add the webhooks in the Moneybird as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Moneybird account.
Events	Select the events for which you want to watch the contacts.

Create a Contact

Creates a new contact.

Connection	Establish a connection to your Moneybird account.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Company Name	Enter the company name to which the contact belongs.
Attn. for Invoices	Enter the details to whom you want to address for invoices.
Attn. for Quotes	Enter the details to whom you want to address for quotes.
Address Line 1	Enter the street name of the contact's company's address.
Address Line 2	Enter the street name of the contact's company's address.
Zip Code	Enter the contact's company's zipcode.
City	Enter the contact's company's city name.
Country	Enter the contact's company's country name.
Delivery Method	Select the delivery method option for the contact: Email Simpler Invoicing Post Manual
Email Address for Invoices	Add the email address to which the invoices related to contact must be sent.
Email Address for Quotes	Add the email address to which the quotes related to contact must be sent.
Chamber of Commerce Number	Enter the contact's or contact's company's chamber of commerce number.
VAT ID	Enter the contact's VAT ID details. The information will be verified at the European VIES register.
Phone Number	Enter the contact's phone number.
Customer ID	Enter the contact's Customer ID.
Bank Account	Enter the bank account details of the customer.
Is SEPA Active	Select whether the SEPA is active for the contact.
Invoice Workflow ID	Select the Invoice Workflow ID for the contact. For example, `standard`.
Quote Workflow ID	Select the Quote Workflow ID for the contact. For example, `standard`.
SI Identifier Type	Select the Social Insurance identifier type of contact.
SI Identifier	Enter the SI identifier details of the contact.

List Contacts

Searches contacts by criteria.

Connection	Establish a connection to your Moneybird account.
Query	Enter a keyword or phrase to list the contacts based on the specified query. For example, `first name`, `company name`, `last name`, and so on.
Limit	Set the maximum number of contacts Make should return during one scenario execution cycle.

Update a Contact

Updates contact by its ID.

Connection	Establish a connection to your Moneybird account.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Company Name	Enter the company name to which the contact belongs to.
Attn. for Invoices	Enter the details to whom you want to address for invoices.
Attn. for Quotes	Enter the details to whom you want to address for quotes.
Address Line 1	Enter the street name of the contact's company's address.
Address Line 2	Enter the street name of the contact's company's address.
Zip Code	Enter the contact's company's zipcode.
City	Enter the contact's company's city name.
Country	Enter the contact's company's country name.
Delivery Method	Select the delivery method option for the contact: Email Simpler Invoicing Post Manual
Email Address for Invoices	Add the email address to which the invoices related to contact must be sent.
Email Address for Quotes	Add the email address to which the quotes related to contact must be sent.
Chamber of Commerce Number	Enter the contact's or contact's company's chamber of commerce number.
VAT ID	Enter the contact's VAT ID details. The information will be verified at the European VIES register.
Phone Number	Enter the contact's phone number.
Customer ID	Enter the contact's Customer ID.
Bank Account	Enter the bank account details of the customer.
Is SEPA Active	Select whether the SEPA is active for the contact.
Invoice Workflow ID	Select the Invoice Workflow ID for the contact. For example,`standard`.
Quote Workflow ID	Select the Quote Workflow ID for the contact. For example, `standard`.
SI Identifier Type	Select the Social Insurance identifier type of contact.
SI Identifier	Enter the SI identifier details of the contact.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Moneybird account.
URL	Enter a path relative to `https://moneybird.com/api`. For example: `/v2/adminstrations.json` Note For the list of available endpoints, refer to the Moneybird API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Contacts

The following API call returns all the contacts from your Moneybird account:

URL:/v2/{administration_id}/contacts.json

Method:GET

Matches of the search can be found in the module's Output under Bundle > Body. In our example, 4 contacts were returned:

In this section:

Moneybird

Getting Started with Moneybird

Connecting Moneybird to Make

Sales Invoices

Watch Sales Invoices

Create a Sales Invoice

List Sales Invoices

Update a Sale Invoice

Receipt

Create a Receipt

List Receipts

Update a Receipt

Purchase Invoice

Create a Purchase Invoice

List Purchase Invoices

Update a Purchase Invoice

Documents

Watch Documents

Note

Create a General Document

List General Documents

Update a General Document

Quotes

Watch Quotes

Note

Create a Quote

List Quotes

Update a Quote

Contacts

Watch Contacts

Note

Create a Contact

List Contacts

Update a Contact

Other

Make an API Call

Note

Example of Use - List Contacts

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