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Moneybird integration

Create contacts and draft sales invoices in Moneybird, look up invoices and react instantly to invoice and contact events. It never sends invoices, registers payments or touches bank data.

Accounting and finance2 triggers · 7 actions
Connect Moneybird freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “Sales Invoice Event” happens in Moneybird, check the details with AI, then “List Administrations” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    Sales Invoice Event

    Triggers instantly when a Moneybird sales invoice is created, updated, sent, paid, becomes late or reaches another event you choose.

  • WHEN
    Contact Event

    Triggers instantly when a Moneybird contact is created, changed, archived or deleted.

Actions

Then Calibra can do this for you
  • DO
    List Administrations

    Lists the Moneybird administrations (companies) your token can access, with their ID, name, currency and country.

  • DO
    Create Contact

    Creates a customer or supplier contact in Moneybird. Enter a company name, or a first and last name.

  • DO
    Find Contacts

    Searches Moneybird contacts by name, email or other text, or looks one up by its customer number.

  • DO
    Create Draft Sales Invoice

    Creates a sales invoice in Moneybird as a draft, with its lines. It isn't sent or numbered: review and send it yourself in Moneybird.

  • DO
    List Sales Invoices

    Lists the most recently changed Moneybird sales invoices, optionally only those in some states (for example "Late" or "Paid"). Checks up to the 500 most recently changed invoices.

  • DO
    Get Sales Invoice

    Looks up one Moneybird sales invoice by its Moneybird ID, its invoice number or its reference: state, dates, totals, contact and lines.

  • DO
    Custom Moneybird API Request (read-only)

    Makes a GET request to any read endpoint of the Moneybird API. It can't send invoices, register payments or change data.

Questions

Is the Moneybird integration free?

Yes. Moneybird is available on every Calibra plan, including the free plan, which needs no card.

How is Moneybird usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Moneybird without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Moneybird for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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