Integration

Connecting Moneybird to WhatsApp

Let customers check invoice status and send payment reminders, without chasing anyone by phone.

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Short answer

Using the Moneybird API, your flow reads the status of an invoice and sends a reminder with a payment link. When a customer asks about their invoice, the flow fetches the answer; if an invoice is outstanding, you send a friendly utility reminder.

What this automates for you

  • Look up invoice status by invoice number
  • Resend the payment link
  • Send a payment reminder on an outstanding invoice
  • Record new customer details after a conversation

How to set up the integration

  1. 1In Moneybird, create an API token under your administration settings.
  2. 2Set the token as a bearer header in the HTTP block.
  3. 3GET /api/v2/{administration_id}/sales_invoices to fetch invoices.
  4. 4Filter by invoice number or contact and use the payment URL in your message.
Every integration runs through the HTTP block, which is part of the €50 per month subscription. You don't need a separate connector license.

Flows that use this integration

Frequently asked questions

Is this integration a ready-made app, or do I build it myself?

You build it yourself in the HTTP block: fill in the URL, headers, and fields. That usually takes about fifteen minutes. The upside is that you decide exactly which data gets exchanged.

Do integrations cost extra?

No. HTTP and API integrations are part of the €50 per month subscription, no matter how many systems you connect.

What if Moneybird has no suitable API endpoint?

Then you use Make, Zapier, or n8n as a middle layer. Your flow talks to a single webhook, and the middle layer talks to everything else.

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