Moneybird Make integrationAutomate Moneybird with Make.
Let invoices, quotes and contacts move through Moneybird on their own. The Moneybird Make integration offers 32 modules: 4 instant triggers, 21 actions and 7 searches. This page shows how to link your account and build a first scenario, step by step.
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What can the Moneybird Make integration do for your admin?
The Moneybird Make integration links your Moneybird administration to Make, a no-code tool where you build a scenario: an automation made of modules, each one a brick that watches, creates, updates or searches something. Moneybird can alert Make the moment a contact, document, quote or sales invoice changes.
Billing that follows your sales. When a deal closes in another tool, Create a Contact and Create a Sales Invoice put the customer and the invoice in Moneybird without retyping. For recurring clients, Create a Subscription starts the recurring invoice for you.
Payments recorded where they belong. A payment confirmed in your bank or payment tool can feed Create a Sales Invoice Payment, so the invoice is marked as paid. Supplier bills get the same treatment with Create a Purchase Invoice and Create a Purchase Invoice Payment.
Alerts your team actually sees. Watch Quotes and Watch Sales Invoices fire as soon as something changes, so a message can reach your sales channel or a row can land in a shared sheet.
The listed modules do not cover the whole Moneybird API. When one is missing, Make an API Call reaches other endpoints with the same connection. Before you choose a tool, the n8n vs Make comparison lays out the criteria, and the Make pricing guide explains how operations are counted. If a scenario stops, Make troubleshooting lists the usual fixes.
How do you connect Moneybird to Make?
- 01
Add a Moneybird module
Log in to Make, open your scenario and add any Moneybird module. Click Create a connection. If the module carries the instant tag, click Create a webhook first, then Create a connection.
- 02
Name the connection
The Connection name field is optional, but a clear name such as the company it belongs to helps when you manage several Moneybird administrations. The connection is your account linked to Make once, then reused by every Moneybird module.
- 03
Authorize your account
Enter the credentials you copied from Moneybird, or follow the on-screen instructions. You need an active Moneybird account and an API key. Make then lists the data it can read, so you pick from menus instead of typing IDs.
Your first scenario: from a signed deal to a Moneybird invoice
GoalWhen a deal is won in another app, Make creates the customer and a sales invoice in Moneybird.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to add the first module. Pick the app where your deals live, such as your CRM or your form tool.
- 02
Add Create a Contact
Click the + to the right of the first module, search for Moneybird and choose Create a Contact. Link your account with Create a connection, then map the name and email from the deal.
- 03
Add Create a Sales Invoice
Add a third module, Create a Sales Invoice. Map the contact that the previous module just created, so the invoice lands on the right customer card in Moneybird.
- 04
Test with Run once
Click Run once and trigger a test deal. Open each module to read the bundle it received, one item passed along the chain. Check the new contact and invoice in Moneybird before going further.
- 05
Schedule and switch on
Set the schedule on the first module (every 15 minutes by default, if that app is polled) and switch the scenario on. Each module run on a bundle counts as one operation on your plan.
Which Moneybird events can start a scenario?
4 modules start a scenario when something happens in Moneybird. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Moneybird as soon as it happens.
Watch Contacts
Instant triggerIn Make“Triggers when a contact is added, updated, or deleted.”
Keeps your other tools in step with your Moneybird address book. The scenario starts whenever a contact is added, changed or removed, so a CRM, a mailing list or a spreadsheet gets the same update without anyone copying it by hand.
Watch Documents
Instant triggerIn Make“Triggers when a document is added, updated, or deleted.”
Gives you a single signal for document activity in your administration. Each time a document is added, updated or deleted, Make receives it and your scenario can file it, notify someone or log the change for later review.
Watch Quotes
Instant triggerIn Make“Triggers when a quote is added, updated, or deleted.”
Turns each quote movement into a prompt for your sales follow-up. A new, edited or deleted quote reaches Make at once, and the next modules can post a note in your team chat or update the deal in your pipeline.
Watch Sales Invoices
Instant triggerIn Make“Triggers when a sales invoice is added, updated, or deleted.”
Hands every sales invoice change to the rest of your stack. When an invoice is created, edited or deleted, the scenario starts with its data, ready to feed a dashboard, a customer message or your project tool.
What can Make do inside Moneybird?
Moneybird gives you 28 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Add an Invoice Attachment
ActionIn Make“Adds an attachment to a specified invoice.”
Pins a file to an existing invoice, so the signed order, the timesheet or the delivery note sits next to the amount in Moneybird. Nobody has to hunt through mailboxes when the customer asks for proof.
Cancel a Subscription
ActionIn Make“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.”
Stops the recurring sales invoice attached to a customer, so billing ends without anyone logging in to Moneybird. You can also give an end date if the subscription should run until a later day.
Create a Contact
ActionIn Make“Creates a new contact.”
Adds a new customer or supplier to Moneybird from data collected elsewhere. The contact becomes available for quotes, invoices and subscriptions right away, and the name is spelled the same way as in your source tool.
Create a General Document
ActionIn Make“Creates a new general document.”
Records a general document in your administration, the kind of paperwork that is neither an invoice nor a receipt. It keeps that trace inside Moneybird instead of in a forgotten folder.
Create an Additional Charge for a Subscription
ActionIn Make“At the end of the current subscription period, the additional charges are merged where possible and an invoice will be created for them. The invoice will be scheduled for sending together with the subscription invoice, so that they are merged on sending.”
Adds an extra line to a running subscription without sending a separate bill. At the end of the current period, Moneybird merges the extra charges where it can and sends them with the subscription invoice.
Create an Additional Invoice for a Subscription
ActionIn Make“Creates a new sales invoice and schedules it for sending on the same date as the next subscription invoice. During sending, Moneybird will merge both the scheduled invoice and the subscription invoice. This means the contact will receive one sales invoice with multiple invoice details, both from the subscription and from the one-off sales invoice.”
Creates a one-off sales invoice that Moneybird sends on the same date as the next subscription invoice. The customer receives a single invoice combining the subscription lines and the one-off lines.
Create a Purchase Invoice
ActionIn Make“Creates a new purchase invoice.”
Registers a supplier bill in Moneybird from the data your scenario already holds. Your bookkeeping stays current without anyone keying in amounts from a PDF.
Create a Purchase Invoice Payment
ActionIn Make“Registers a payment for the given purchase invoice.”
Marks a supplier bill as paid by recording the payment against it. Your list of open purchases then matches what actually left the bank account.
Create a Quote
ActionIn Make“Creates a new quote.”
Drafts a quote in Moneybird for a given contact, using the prices or services your scenario passes in. Sales gets a proper quote in the accounting tool instead of a loose document.
Create a Receipt
ActionIn Make“Creates a new receipt.”
Logs a receipt in Moneybird, for small purchases paid on the spot. Expenses then show up in your books without a pile of paper waiting on a desk.
Create a Sales Invoice
ActionIn Make“Creates a new sales invoice.”
Produces a new sales invoice for a contact from the order or project data your scenario receives. It is the core brick for billing that follows your sales without copy and paste.
Create a Sales Invoice Payment
ActionIn Make“Registers a payment for the given sales invoice.”
Records money received against a sales invoice, so it moves out of your unpaid list. Reminders stop going to customers who have already settled.
Create a Subscription
ActionIn Make“Starts a new subscription for a given contact. A recurring sales invoice is automatically created to bill the contact for the given frequency. The first invoice will be sent on the start date, but no sooner than tomorrow.”
Starts a subscription for a contact, and Moneybird creates the recurring sales invoice at the frequency you set. Your repeat billing runs from the moment the customer signs up.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Opens the rest of the Moneybird API to your scenario, with the connection you already set up. It covers what the listed modules leave out, at the cost of reading the Moneybird API reference.
Update a Contact
ActionIn Make“Updates a contact by its ID.”
Changes an existing Moneybird contact by its ID, so an address or an email fixed in your CRM is fixed in the accounting tool too. Invoices then go to the current details.
Update a General Document
ActionIn Make“Updates a general document by its ID.”
Edits a general document already stored in Moneybird, found by its ID. The record stays in one place and simply reflects the latest version of the information.
Update a Purchase Invoice
ActionIn Make“Updates a purchase invoice by its ID.”
Corrects a supplier bill already registered in Moneybird, by its ID. Amounts or references fixed upstream stay aligned with your books.
Update a Quote
ActionIn Make“Updates a quote by its ID.”
Revises an existing quote by its ID when the terms move during a negotiation. The customer file in Moneybird keeps one quote instead of a string of near copies.
Update a Receipt
ActionIn Make“Updates a receipt by its ID.”
Adjusts a receipt already logged in Moneybird, found by its ID. An expense corrected in the source app gets corrected in the books without manual edits.
Update a Sales Invoice
ActionIn Make“Updates a sales invoice by its ID.”
Changes a sales invoice by its ID, useful for drafts that still need a reference, a line or a note from another system before sending.
Update a Subscription
ActionIn Make“Updates the product the contact is subscribed to. This will automatically calculate the differences between the product prices and create a one off sales invoice to bill the extra charge for the remaining billing period. Optionally you can provide a start date for the product change to become active.”
Switches the product a contact subscribes to. Moneybird computes the price difference and sends a one-off invoice for the rest of the billing period, so upgrades are billed fairly.
List Contacts
SearchIn Make“Searches contacts by criteria.”
Looks up contacts that match your criteria and returns zero, one or several bundles, one per contact. It is the check that prevents duplicates before a creation.
List General Documents
SearchIn Make“Searches general documents by criteria.”
Finds general documents by criteria and sends each match to the next module as its own bundle. You get the IDs that update modules require.
List Purchase Invoices
SearchIn Make“Searches purchase invoices by criteria.”
Retrieves supplier bills matching your criteria, one bundle per bill. It lets a scenario reach purchases already sitting in Moneybird to pay, correct or report on them.
List Quotes
SearchIn Make“Searches quotes by criteria.”
Searches your quotes by criteria and passes each match along as a bundle. Handy for a pipeline review or to find the quote a customer refers to in an email.
List Receipts
SearchIn Make“Searches receipts by criteria.”
Brings back the receipts that match your criteria, one bundle each. Expense data then flows into a report or a budget tracker without an export from Moneybird.
List Sales Invoices
SearchIn Make“Searches sales Invoices by criteria.”
Pulls the sales invoices that fit your criteria, each one as a separate bundle. It is the starting point for payment matching, reminders sent from another tool, or revenue reports.
List Subscriptions
SearchIn Make“Lists all subscriptions for the given contact.”
Returns every subscription of a given contact, so the scenario knows which plan to update or cancel. It works per customer, not across the whole administration.
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