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Moneybird
Make Code

Connect Moneybird and Make Code

Explore ready-made Moneybird and Make Code templates and start automating in minutes.

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Create a custom workflow

Integrate Moneybird with Make Code and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Moneybird
Trigger: Watch Contacts
Make Code
Action: Select an action
1. Select a trigger

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

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

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

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

2. Select an action

  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Moneybird and Make Code.

Add an Invoice Attachment
Adds an attachment to a specified invoice.
Action
Cancel a Subscription
Cancels the subscription. Stops the recurring sales invoice for the contact. Optionally you can provide an end date to stop the subscription on a future date.
Action
Create a Contact
Creates a new contact.
Action
Create a General Document
Creates a new general document.
Action
Create a Purchase Invoice
Creates a new purchase invoice.
Action
Create a Purchase Invoice Payment
Registers a payment for the given purchase invoice.
Action
Create a Quote
Creates a new quote.
Action
Create a Receipt
Creates a new receipt.
Action
Create a Sales Invoice
Creates a new sales invoice.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.