Moneybird

Accounting software

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Moneybird API Integrations

Build and run workflows using the Moneybird API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.

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Overview

The Moneybird API allows you to automate your finance and accounting tasks by enabling programmatic access to your Moneybird account. With the API, you can create invoices, manage contacts, record payments, and fetch financial reports. This integration with Pipedream allows you to streamline your financial operations by connecting Moneybird with other apps and services to automate workflows, sync data, and trigger actions based on financial events.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    moneybird: {
      type: "app",
      app: "moneybird",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://moneybird.com/api/v2/${this.moneybird.$auth.administration_id}/users`,
      headers: {
        Authorization: `Bearer ${this.moneybird.$auth.oauth_access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Choose an API to Connect with Moneybird API

1
-
24
of
2,400+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify
Shopify
Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.

Example Use Cases

  • Automated Invoice Creation and Delivery: Using the Moneybird API on Pipedream, you can monitor new orders from your e-commerce platform (like Shopify) and automatically generate and send invoices in Moneybird. Once an order is detected, a Pipedream workflow can create an invoice and email it to the customer, without manual intervention.

  • Expense Tracking and Reporting: Integrate Moneybird with a time-tracking app like Toggl to automate the recording of billable hours as expenses in Moneybird. As time entries are logged in Toggl, a Pipedream workflow can translate these into expenses in Moneybird, and at the end of the month, compile these expenses into a report that's sent to your email.

  • Payment Status Webhooks and Notifications: With Pipedream, set up a workflow that listens for webhook events from Moneybird indicating payment status changes. Upon receiving a notification that a payment has been made, the workflow can trigger a Slack message to a designated channel, notifying your team in real time of the updated payment status.

Create Sale Invoice with Moneybird API on New Requests from HTTP / Webhook API
HTTP / Webhook + Moneybird
 
Try it
Add Single Row with Google Sheets API on New Webhook event from Moneybird API
Moneybird + Google Sheets
 
Try it
Create Quote with Moneybird API on New Item in Feed from RSS API
RSS + Moneybird
 
Try it
Create Sale Invoice with Moneybird API on New Message from Discord API
Discord + Moneybird
 
Try it
Create Quote with Moneybird API on New Message In Channels from Slack API
Slack + Moneybird
 
Try it
New Webhook event from the Moneybird API

Emit new event on each webhook event. See docs here

 
Try it
Create Contact with the Moneybird API

Create a new contact. See docs here

 
Try it
Create Quote with the Moneybird API

Create a new quote. See docs here

 
Try it
Create Sale Invoice with the Moneybird API

Create a sale invoice. See docs here

 
Try it

Authentication

Name Slug: moneybird

Moneybird uses OAuth authentication. When you connect your Moneybird account, Pipedream will open a popup window where you can sign into Moneybird and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Moneybird API.

Pipedream requests the following authorization scopes when you connect your account:

sales_invoicesdocumentsestimatesbanksettingstime_entries
OAuth Request Configurations:
  1. authorization
    GEThttps://moneybird.com/oauth/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}
  2. accessToken
    POSThttps://moneybird.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://moneybird.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo