Moneybird

24 min

	Moneybird is an online invoicing and accounting platform for small businesses. Integrating Moneybird with Make.com enables users to automate invoice creation, manage contacts, and synchronize financial data between Moneybird and other business tools.

This is AI-generated content based on official Moneybird documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Moneybird directly.

Requirements

To use the Moneybird app in Make, you must have an active Moneybird account and an API key, create your account on Moneybird. For subscription, refer to the Moneybird pricing page.

Connect Moneybird and Make

To get started, you must first create a connection between Moneybird and Make, allowing the two services to communicate.

Obtain your OAuth2 credentials in your Moneybird account

Create the connection in Make.

Obtain your OAuth2 credentials in your Moneybird account

Before you create the connection in Make, you should first obtain your OAuth2 credentials in your Moneybird account.

To obtain your OAuth2 credentials :

Navigate to Settings.

Click Integrations.

Click the button to register a new application.

Enter a name for your application.

If prompted, enter the callback URI: https://www.integromat.com/oauth/cb/moneybird.

Select the desired scopes for your application.

Click Save to create the application.

Copy the Client ID displayed on screen.

Copy the Client secret displayed on screen.

You will use this value while creating a connection in Make.

Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.

Create the connection in Make

If you add a module with an instant tag, click Create a webhook, then Create a connection.

Optional: In the Connection name field, enter a name for the connection.

Enter the authentication credentials you copied from your Moneybird account or follow the on-screen instructions to create the connection.

For detailed information on connecting an application, see Connect an applicationConnect an application. page.

Moneybird modules

After connecting to the Moneybird app, you can choose from a list of available modules to build your scenarios.

Templates

You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.

Moneybird resources

You can have access to more resources related to this app on the following links

Moneybird topics on Make community

Moneybird website

Moneybird API documentation

Moneybird page on make

Get started for free

Moneybird

Requirements

Connect Moneybird and Make

Obtain your OAuth2 credentials in your Moneybird account

Create the connection in Make

Moneybird modules

Add an Invoice Attachment

Cancel a Subscription

Create a Contact

Create a General Document

Create a Purchase Invoice

Create a Purchase Invoice Payment

Create a Quote

Create a Receipt

Create a Sales Invoice

Create a Sales Invoice Payment

Create a Subscription

Create an Additional Charge for a Subscription

Create an Additional Invoice for a Subscription

List Contacts

List General Documents

List Purchase Invoices

List Quotes

List Receipts

List Sales Invoices

List Subscriptions

Make an API Call

Update a Contact

Update a General Document

Update a Purchase Invoice

Update a Quote

Update a Receipt

Update a Sales Invoice

Update a Subscription

Watch Contacts

Watch Documents

Watch Quotes

Watch Sales Invoices

Templates

Moneybird resources

Moneybird

Requirements

Connect Moneybird and Make﻿

Obtain your OAuth2 credentials in your Moneybird account

Create the connection in Make﻿

Moneybird modules

Add an Invoice Attachment

Cancel a Subscription

Create a Contact

Create a General Document

Create a Purchase Invoice

Create a Purchase Invoice Payment

Create a Quote

Create a Receipt

Create a Sales Invoice

Create a Sales Invoice Payment

Create a Subscription

Create an Additional Charge for a Subscription

Create an Additional Invoice for a Subscription

List Contacts

List General Documents

List Purchase Invoices

List Quotes

List Receipts

List Sales Invoices

List Subscriptions

Make an API Call

Update a Contact

Update a General Document

Update a Purchase Invoice

Update a Quote

Update a Receipt

Update a Sales Invoice

Update a Subscription

Watch Contacts

Watch Documents

Watch Quotes

Watch Sales Invoices

Templates

Moneybird resources

Connect Moneybird and Make

Create the connection in Make