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.

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

3. Confirm the access by clicking the Allow button.

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The connection has been established.

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.

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.

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.

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

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.

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.

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

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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

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.

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

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

Method:GET

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

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