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Moon Invoice Make integrationAutomate Moon Invoice with Make.

Stop retyping clients and products into Moon Invoice by hand. The Moon Invoice Make integration gives you 13 modules, 4 of them instant triggers. This page shows what they do, how to link your account, and how to build a first working scenario.

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What you can automate

What can the Moon Invoice Make integration do for you?

The Moon Invoice Make integration links your invoicing account to Make, a no-code automation tool. You build a scenario (the automation itself, a chain of blocks called modules) that reacts when a contact, estimate, product or service appears in Moon Invoice, or that creates and updates those records from your other apps.

Your catalog stays in sync. Watch Products and Watch Services fire when an item is created or updated, so Make can copy the change into a spreadsheet or a shop. In the other direction, Create a New Product and Update a Product keep Moon Invoice aligned with the tool where you actually manage prices.

New leads become clients without copy and paste. A form or a CRM sends a new lead, Search Contact checks whether that person already exists, and Create a New Contact or Update a Contact does the rest. Each record that moves between modules is a bundle, and each module run on a bundle is an operation, the unit Make counts on your plan.

Your team hears about estimates right away. Watch Estimate is an instant trigger: Moon Invoice notifies Make through a webhook as soon as an estimate is created, so a message can reach a sales channel while the deal is still warm. Create a New Estimate works the other way, drafting an estimate from data held elsewhere.

What Make does not offer here: no module deletes a record or watches invoices, and the Make documentation for this app is marked as AI-generated, so check field behavior inside Moon Invoice before you rely on it. Make an API Call covers endpoints the listed modules miss. If you hesitate between tools, read the n8n vs Make comparison, and the Make pricing page explains how operations are billed. For a guided start, the Make training walks through scenarios like these.

Connect

How do you connect Moon Invoice to Make?

  1. 01

    Create an API user in Moon Invoice

    Open the Invoice Registration Portal dashboard, go to API Registration, then Create API User under User Credentials. Choose Through ERP, select Moon Technolabs Private Limited, set a username and password, and click Submit.

  2. 02

    Add a Moon Invoice module in Make

    In your scenario, add any Moon Invoice module and click Create a connection. A connection is your Moon Invoice account linked to Make once, then reused by every Moon Invoice module. The Connection name field is optional, but a clear name helps later.

  3. 03

    Paste the credentials and save

    Enter the username and password you just created in Moon Invoice, or follow the instructions Make shows on screen. Once saved, the module can read your contacts, products and estimates, and the connection appears in every other Moon Invoice module.

First scenario

Build your first scenario with Moon Invoice

GoalWhen a lead submits a form in another app, Make creates the matching contact in Moon Invoice.

  1. 01

    Create a new scenario

    From the Scenarios page, create a new scenario and click the big +. That first slot holds the module that starts everything, here the form or CRM that collects your leads.

  2. 02

    Set up the source app

    Search your form tool by name, pick its trigger module and link your account with Create a connection. Make then lists the forms it can read, so you only choose the right one.

  3. 03

    Add Create a New Contact

    Click the + on the right of the first module, search Moon Invoice and choose Create a New Contact. Connect your Moon Invoice account with the API user created earlier.

  4. 04

    Map the form answers

    Click into each contact field Make displays and pick the matching answer from the form module. No typing needed: the values from the previous module appear in a panel you click through.

  5. 05

    Test with Run once

    Click Run once, submit a test entry in your form, then open the bubbles above each module to read the bundles they received. Check in Moon Invoice that the contact looks right.

  6. 06

    Schedule and switch it on

    Open the clock on the first module to set the schedule (every 15 minutes by default, and never shorter on the Free plan), then switch the scenario on. New leads now land in Moon Invoice on their own.

Triggers

What triggers a Moon Invoice scenario?

4 modules start a scenario when something happens in Moon Invoice. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Moon Invoice as soon as it happens.

Moon Invoice1Watch Contacts

Watch Contacts

Instant trigger

In Make“Triggers when a new contact is created or updated.”

Every new or edited client record in Moon Invoice can start a scenario, so your CRM, mailing list or shared sheet hears about it without anyone exporting a file.

How it fires
instant, Moon Invoice calls Make through a webhook as soon as the contact is created or updated.
When to use it
your accountant adds clients in Moon Invoice and the sales team needs the same people in its own tool.
Watch out
an update fires it too, so one contact edited several times can reach later modules several times. Pairing it with Update a Contact in the same scenario may start it again.
Moon Invoice2Watch Estimate

Watch Estimate

Instant trigger

In Make“Triggers when a new estimate is created.”

You learn about each new estimate the moment it exists, which lets Make post a note to your team, log the amount in a sheet or open a follow-up task.

How it fires
instant, Moon Invoice calls Make through a webhook as soon as the estimate is created.
When to use it
a manager wants to see every quote leaving the business, or sales tracks open estimates somewhere other than Moon Invoice.
Watch out
the directory describes it for newly created estimates only; nothing says an edit to an existing estimate fires it, so do not build a status tracker on it.
Moon Invoice3Watch Products

Watch Products

Instant trigger

In Make“Triggers when a new product is created or updated.”

Price changes and new items in your Moon Invoice catalog travel to the rest of your stack on their own, instead of waiting for someone to remember the shop or the price list.

How it fires
instant, Moon Invoice notifies Make through a webhook as soon as a product is created or updated.
When to use it
Moon Invoice is the reference for what you sell, and an online shop or a spreadsheet must mirror it.
Watch out
creation and update arrive through the same trigger, so the next module has to cope with both, typically an update in the target app rather than a blind create.
Moon Invoice4Watch Services

Watch Services

Instant trigger

In Make“Triggers when a new service is created or updated.”

Services you bill by the hour or by the job get the same treatment as products: add or edit one in Moon Invoice and Make passes it along to wherever your team plans the work.

How it fires
instant, Moon Invoice sends a webhook to Make as soon as a service is created or updated.
When to use it
a consultancy or agency keeps its service list in Moon Invoice and wants a booking tool or a proposal template to show the same offer.
Watch out
products and services use separate triggers; a catalog mixing both needs Watch Products as well, in a second scenario.
Modules

What can Make do in Moon Invoice?

Moon Invoice gives you 9 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Moon Invoice1

Create a New Contact

Action

In Make“Creates a new contact.”

A client who signs up, books a call or fills a form elsewhere shows up in Moon Invoice as a contact, ready for the next invoice or estimate.

When to use it
leads arrive from a form, a CRM or a shop checkout and you are tired of retyping them.
Watch out
it always adds a record. Put Search Contact before it if the same person can come back twice.
Moon Invoice2

Create a New Estimate

Action

In Make“Create a new estimate”

Draft a Moon Invoice estimate straight from data captured in another tool, so the quote is waiting for review instead of being built from scratch.

When to use it
a request comes through a quote form or a deal reaches a given stage in your CRM, and the next step is always an estimate.
Watch out
run it once with test data and open the result in Moon Invoice before switching the scenario on, since clients may see it.
Moon Invoice3

Create a New Product

Action

In Make“Creates a new product.”

New items added to your shop, supplier sheet or inventory tool become billable products in Moon Invoice without a second round of data entry.

When to use it
the catalog is managed outside Moon Invoice and invoicing should simply follow.
Watch out
if the source app also sends edits, use Search Product first and route existing items to Update a Product, or duplicates will pile up.
Moon Invoice4

Create a New Service

Action

In Make“Creates a new service.”

Add a billable service to Moon Invoice from another app, which keeps your service catalog complete when offers are designed in a separate tool.

When to use it
a new offer is approved in a project tool or a shared sheet and should be ready to invoice at once.
Watch out
there is no search or update module for services in Make, so check for duplicates on the source side before this step runs.
Moon Invoice5

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Reach any endpoint of the Moon Invoice API from your scenario, with the same connection as the other modules, when the ready-made list falls short.

When to use it
you need something none of the 13 modules offers, that only the Moon Invoice API can do.
Watch out
you write the request yourself, so keep the Moon Invoice API documentation open and test with Run once before going live.
Moon Invoice6

Update a Product

Action

In Make“Updates a product.”

Change an existing product in Moon Invoice when its source changes, so invoices always use the current name and price.

When to use it
a supplier raises a price or your shop renames an item and Moon Invoice has to follow.
Watch out
Make must know which product to change. Place Search Product before it and pass along the product it returns.
Moon Invoice7

Update a Contact

Action

In Make“Updates a contact.”

Fix a client record in Moon Invoice from another app, so a new address or a new contact person reaches your next invoice without manual edits.

When to use it
your CRM is where client details get corrected, and Moon Invoice should copy those corrections.
Watch out
in a scenario started by Watch Contacts, this update is likely to fire the trigger again, since edits start it, and can loop. Keep the two apart.
Moon Invoice8

Search Contact

Search

In Make“Searches for contacts.”

Look up clients already stored in Moon Invoice and hand them to the next module, which is how you avoid creating the same person twice.

When to use it
before Create a New Contact or Update a Contact, to check who already exists.
Watch out
a search returns zero, one or several bundles, and each one runs the following modules separately, which also counts operations.
Moon Invoice9

Search Product

Search

In Make“Searches for products.”

Find products already in your Moon Invoice catalog so the rest of the scenario works on the right item instead of guessing.

When to use it
right before Update a Product, or to decide between creating and updating when a shop sends an item.
Watch out
when nothing matches, the modules after it receive no bundle and simply do not run, which can look like a silent failure during tests.
Need help

Need help automating Moon Invoice with Make?

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FAQ

Moon Invoice and Make: common questions

01Is the Moon Invoice Make integration free?
Yes, on the Make side. Moon Invoice is a standard app, available from the Free plan. That plan allows 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and allow unlimited active scenarios. You still need your own Moon Invoice subscription and an active account, which Make does not provide.
02What do you need to connect Moon Invoice to Make?
An active Moon Invoice account and API credentials. In the Invoice Registration Portal, open API Registration, choose Create API User, select Through ERP and Moon Technolabs Private Limited, then set a username and password. In Make, add a Moon Invoice module, click Create a connection and paste those credentials. For an instant trigger, click Create a webhook first. The connection is saved once and reused by every Moon Invoice module in your scenarios.
03Do Moon Invoice triggers fire in real time in Make?
Yes. All 4 Moon Invoice triggers are instant: Watch Contacts, Watch Estimate, Watch Products and Watch Services. Moon Invoice calls Make through a webhook as soon as the event happens, so the scenario does not wait for a polling interval the way a scheduled trigger would. Contacts, products and services fire on creation and on update, estimates on creation. Remember to click Create a webhook when you add one of these modules.
04What if the Moon Invoice module you need is missing in Make?
Use Make an API Call. It reaches any endpoint of the Moon Invoice API with the same connection, which covers what the 13 listed modules skip. You write the request yourself, so keep the Moon Invoice API documentation at hand and test it with Run once, reading the bundle it returns, before you switch the scenario on. Also note that Make marks its documentation for this app as AI-generated and possibly inaccurate, so verify important behavior with Moon Invoice directly.
05Should you use Make or n8n for Moon Invoice?
It depends on what you need. In Make, Moon Invoice comes with 13 ready modules, including 4 instant triggers, all sharing one connection, and it works from the Free plan. For n8n, check whether a Moon Invoice node exists and which operations it covers before comparing. The deciding criteria are the modules you actually need, how your team likes to build, and how each tool counts usage on your plan.
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