Resources · Zapier integration

Nibo Zapier integrationAutomate Nibo with Zapier.

The Nibo Zapier integration gives you 7 actions and 3 searches, and no trigger. Another app starts the Zap; Nibo then records customers, suppliers, categories, debits and credits, or schedules them, and finds what already exists.

See the 10 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the Nibo Zapier integration does for you

Nibo is a financial management app for small and mid-sized companies. Zapier links it to your other tools through a Zap: an automation that starts on an event in one app, then runs one or more steps for you. With Nibo, those steps write into your finances; the event always comes from another app.

Receipts recorded without retyping. Create a Credit records a receipt with its category, customer, bank account, value, date and description. Fed by a row in a spreadsheet, it saves the copy and paste into Nibo.

A customer list that stays clean. Find or Create a Customer looks for the customer first and, with the find-or-create box ticked, creates it only when it is missing. Put it before the credit and you avoid duplicates.

Bills planned ahead. Schedule Debit creates a scheduled debit with a schedule date and a due date, so an upcoming payment to a supplier shows up in Nibo before it is due.

What Zapier does not do here. Nibo has no trigger on Zapier, so nothing that happens in Nibo can start a Zap. None of the ten operations edits or deletes a record either: the integration adds and looks up, nothing more. If you are weighing platforms, see our Make vs Zapier comparison or our n8n vs Zapier comparison.

Vocabulary

Zapier vocabulary, in one minute

Eight terms come back on this page. Here they are in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap. Nibo has none, so with Nibo the trigger always comes from another app.
Action
What the Zap does after it starts: the step that writes, sends or creates something for you, here in Nibo.
Task
The unit Zapier bills: one action that completes successfully. The count on your plan is a count of those and nothing else.
Polling vs instant
A polling trigger is checked by Zapier at a fixed interval. An instant trigger is reported by the app the moment the event happens.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Search step
A step that looks up something that already exists in an app, so the steps after it can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
Cost

What Nibo costs you in Zapier tasks

Nibo is not a premium app, so it works from the free plan. The bill is counted in tasks, and only completed actions count.

  • Triggernever costs a task
  • Successful action1 task each
  • Free plan100 tasks a month, two-step Zaps
  • Premium appno

The trigger of the other app never costs a task. Each Nibo action that goes through costs one; an action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, each limited to two steps. Any of the three Nibo searches, a filter or a second action makes the Zap multi-step, which needs a paid plan. The grid below only applies if the app that starts your Zap has a polling trigger; Nibo has no trigger of its own.

Connect

Connect your Nibo account to Zapier

  1. 01

    Open the Apps page

    In your Zapier account, open Apps and click + Add connection. A connection is your Nibo account linked once, then reused by every step that writes to or searches Nibo.

  2. 02

    Pick Nibo and sign in

    Search for Nibo by name in the dialog, pick it, then click Add connection. A tab opens on Nibo: sign in with the Nibo account the Zap should work with.

  3. 03

    Grant access

    Allow Zapier to use that account on the last screen. You need a Nibo account, plus read or write access on anything you do not own yourself and want the Zap to touch.

First Zap

Your first Nibo Zap, step by step

GoalTurn each new spreadsheet row into a Nibo credit, reusing the customer if it exists and creating it if not.

  1. 01

    Create the Zap

    Start a new Zap and pick your spreadsheet as the app that starts it, with its new-row event. Connect the account and choose the sheet.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the connected account, so you map fields from a real row and not a guess.

  3. 03

    Add the customer search

    Add Find or Create a Customer, set Organization, Search Field and Search Value, and tick Create X if it doesn't exist yet? if a missing customer should be created.

  4. 04

    Add the credit

    Add Create a Credit and fill Category, Bank Account, Value, Date and Description; map Customer from what the search step returned, once the test shows it fits that field. A search makes the Zap multi-step, so it needs a paid plan.

  5. 05

    Test, then publish

    Test each step once and read what came back. When the credit looks right in Nibo, publish the Zap to switch it on. For a guided pass, see our Zapier training.

Actions

Nibo actions

Nibo gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Category

Action

In Zapier“Create a category.”

Creates a category in Nibo. Organization, Group, Name and Type are required, and Type takes one of two values, Debit or Credit.

When to use it
when a new budget line decided elsewhere should appear in Nibo as a category ready for debits or credits.
Watch out
Type accepts only Debit or Credit, so map a value that matches one of the two exactly, then check it in the test.
2

Create Customer

Action

In Zapier“Create a customer.”

Adds a customer to Nibo. Only two fields are required, Organization and Name, which makes it the lightest action of the app.

When to use it
when a new contact in another tool should exist as a customer in Nibo before any receipt is recorded for it.
Watch out
it creates a customer every time it runs; when duplicates are a risk, Find or Create a Customer is the safer step.
3

Create a Debit

Action

In Zapier“Create a payment.”

Records a payment in Nibo. Organization, Category, Bank Account, Supplier, Value, Date and Description are all required, and Favorite is optional.

When to use it
when an expense logged in another tool should land in Nibo with its supplier and bank account.
Watch out
with seven required fields, test it on a real row and check each value in Nibo before you publish.
4

Create a Credit

Action

In Zapier“Create a receipt.”

Records a receipt, the mirror of the debit. It requires Organization, Category, Customer, Bank Account, Value, Date and Description, with Favorite as an option.

When to use it
when money received and noted somewhere else should be recorded in Nibo against the right customer.
Watch out
the Customer has to be chosen or mapped; a customer search placed before it can supply it, if its test shows it returns what this field needs.
5

Schedule Credit

Action

In Zapier“Create a schedule credit.”

Plans a receipt instead of a payment. Organization, Category, Value, Schedule Date, Due Date, Customer and Description are required; Favorite is optional.

When to use it
when money you expect from a customer should show up in Nibo before it arrives.
Watch out
it needs a Customer; a customer search before it may fill it, so check in the test what the search returns.
6

Schedule Debit

Action

In Zapier“Create a schedule debit.”

Creates a scheduled debit: a payment planned for later. It asks for Organization, Category, Value, Schedule Date, Due Date, Supplier and Description, plus an optional Favorite.

When to use it
when an upcoming bill should be on the Nibo schedule before it is due.
Watch out
Schedule Date and Due Date are two separate required fields; map each one on purpose.
7

Create Supplier

Action

In Zapier“Create a supplier.”

The supplier side of the same move: a new supplier in Nibo with just an Organization and a Name.

When to use it
when a vendor added in a spreadsheet or another tool should be ready in Nibo before the first debit.
Watch out
it does not check whether the supplier already exists; Find or Create a Supplier does, at the cost of a multi-step Zap.
Searches

Nibo searches

3 search steps look for data that already exists in Nibo, so a later step can use it.

A search step creates nothing by default: it finds what already exists in Nibo and hands it to the next steps. In the editor, searches sit at the bottom of the Action event list, under the SEARCH heading. Three settings decide what happens next.

1

Find a Category

Search

In Zapier“Find a category.”

Looks up an existing Nibo category. Organization and Description are required.

When to use it
before Create a Debit or Create a Credit, when the category should come from the data rather than be fixed in the Zap.
Watch out
whether it wants the exact value or something close is decided by Nibo, so check what the test brings back.
2

Find or Create a Customer

SearchFind or create

In Zapier“Find a customer.”

Finds a customer from a Search Field and a Search Value, inside the required Organization. The editor also shows Find or Create Customer: it is this same search with the find-or-create box ticked, not another operation.

When to use it
before any credit, so the receipt lands on the right customer.
Watch out
with the box ticked, the step asks for what it needs to create the customer.
3

Find or Create a Supplier

SearchFind or create

In Zapier“Find a supplier.”

Finds a supplier the same way, from a Search Field and a Search Value within an Organization. The Find or Create Supplier line in the editor is this search with the creation box ticked.

When to use it
before Create a Debit or Schedule Debit, so a payment is not sent to a duplicate supplier.
Watch out
pick the Search Field that really identifies a supplier in your data.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and the steps that depend on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking this box turns the search into a find-or-create. The setting above then disappears, and the step asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on.
When it breaks

When a Nibo Zap breaks

Zapier links no help article to Nibo, so the cases below are the general Zapier limits that apply to it.

Each case comes with a plain cause and a plain way out. If a Zap still misbehaves, open our Zapier troubleshooting guide.

  • Older rows never reach Nibo

    A Zap only reacts to what happens after it is switched on. Rows or records that existed before are not picked up; moving that backlog is a separate job.

  • The Zap keeps restarting itself

    As a general precaution, a Zap that writes into the place its own trigger watches can set itself off again and again, and burn through your tasks.

  • A big batch is held back

    When the trigger app suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those runs back.

  • The Zap stops at a search

    If a Nibo search finds nothing and the setting is on its default, the Zap stops there and the debit or credit after it is skipped.
Need help

Need help automating Nibo with Zapier?

A person reads every message.

FAQ

Nibo Zapier integration: frequent questions

01Is the Nibo Zapier integration free?
Partly. Nibo is not a premium app, so its actions work on the free plan, which gives 100 tasks a month and an unlimited number of Zaps. Each of those Zaps stops at two steps: a trigger from another app and one Nibo action, such as a spreadsheet row that creates a supplier. The three Nibo searches are a different story: a search makes the Zap multi-step, as do a filter or a second action, and that needs a paid plan.
02How many tasks does a Nibo Zap use?
One task per action that completes. The trigger of the app that starts the Zap costs nothing. A Zap that creates a customer and then records a credit uses two tasks per run, one for each action. An action that does not go through is not counted against your plan. Before you switch on a Zap fed by a busy spreadsheet, multiply the rows you expect by the number of actions to see where your monthly count lands.
03Can Nibo start a Zap in real time?
No, because Nibo has no trigger on Zapier at all. A Nibo Zap always starts from another app, and the speed depends on that app's trigger. If it is an instant one, the app tells Zapier the moment the event happens, whatever your plan. If it is a polling one, Zapier checks at an interval set by your plan: 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. A lightning bolt in the editor marks an instant trigger.
04What does it take to connect Nibo to Zapier?
A Nibo account, plus read or write access on anything you do not own yourself and want the Zap to touch. The connection goes through the Apps page of your Zapier account: click + Add connection, pick Nibo, click Add connection, sign in to Nibo in the tab that opens and grant access. Every Nibo step then reuses that connection. Keep in mind that each action and search will ask you for an Organization.
05How do you avoid duplicate customers in Nibo?
Use Find or Create a Customer before the step that needs the customer, instead of Create Customer. The search looks for the customer from a Search Field and a Search Value. With the box Create X if it doesn't exist yet? ticked, it creates the customer only when the search comes back empty, and either way hands it to the next step. The editor shows this as Find or Create Customer; it is the same search, not another operation. It does make the Zap multi-step.
06What if the Nibo operation you want is not there?
Then the Zapier integration does not offer it today. The Nibo page on Zapier shows the current list of actions and searches, and it is the one to check before you plan a Zap around a step. Right now it holds seven actions that create customers, suppliers, categories, debits, credits and scheduled entries, and three searches on categories, customers and suppliers, with no trigger. Check that page again before each new automation.
07Zapier, Make or n8n for Nibo?
It depends on your criteria, not on a ranking. On Zapier, Nibo has no trigger, so every Zap starts elsewhere, and the cleanest Nibo Zaps use a search before the action, which means a paid plan. If most of your flows need that search, the price of multi-step runs is the point to compare. If two-step Zaps are enough, the free plan already covers them. Before moving anything, check that the Nibo operations you rely on exist on the other platform.
Same platform

Other docs you might need on this stack.

Browse all integrations