Morning
AccountingMorning, formerly Green Invoice, is the Israeli invoicing and expense platform. Agents create documents, manage clients, suppliers, and catalog items, log expenses, generate hosted payment pages, and charge cards a customer already saved by paying through one.
What This Integration Enables
Morning, formerly Green Invoice, is the Israeli invoicing and expense platform, and the single fact that should shape any automation against it is that an issued document is permanent. Israeli tax law does not permit editing one, and Morning's API has no update route for one. A mistake is corrected by issuing a credit invoice that cancels it. The vendor's answer to that is Preview Document, which renders the exact payload you are about to issue as a PDF and creates nothing. That is a rehearsal step shipped by the vendor because it knew there would be no second attempt, and it is the most useful operation on this connector for anything building documents from data it does not fully control.
The rest follows from the same premise. Document types are numeric codes and the difference between them is a difference in filing: a proforma is not a tax document, a tax invoice is the bill, and a tax invoice with receipt is the bill and the receipt in one. Client, supplier, and item updates replace the whole record, so a field left out is cleared rather than kept. Agents create and search documents, close and reopen them, record and search expenses, upload receipt files that land as drafts for approval, generate hosted payment pages, and charge cards the business already holds a token for. FlowRunner's human-in-the-loop gate on this page sits on the one operation that destroys history rather than creating it.
Without FlowRunner
With FlowRunner
Use Case Scenarios
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Issue nothing you have not read first
An order settles in Stripe or a storefront sale completes in Shopify. The agent resolves the buyer with Search Clients, assembles the rows with each row's own currency and VAT type set explicitly, and calls Preview Document. It compares the rendered total, the VAT treatment, and the document type against the order. For a routine sale in the business's own currency where everything agrees, Create Document issues the document and the flow moves on. Where the preview shows a foreign currency row, a mixed VAT document, or a total that disagrees with the order by any amount, the preview goes to a person instead. Nothing has been created at that point, so the correction costs a message rather than a credit invoice.
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Supplier receipts into approved expenses
Receipts and supplier invoices arrive in a mailbox monitored through Gmail. The agent calls Upload Expense File, which handles both halves of Morning's upload inside its short signing window. What comes back is a draft, not an expense, and it stays a draft until someone approves it, so the agent looks for it with Search Expense Drafts rather than Search Expenses, where it will not appear. It reports the drafts waiting, matched where possible against the supplier record from Search Suppliers, and sets the reporting date to the correct VAT period rather than the date on the receipt, since Morning treats those as different fields for a reason.
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Payment collected on Morning's own page
For a customer who has to pay before the work starts, the agent calls Create Payment Form and sends the returned URL through the channel the customer already uses, with the order identifier carried in the custom field so it comes back on the notification. Morning issues the document itself when the payment succeeds, so nothing else needs creating. The agent watches for the callback, records the outcome against the deal in HubSpot, and stores the document with Download Document. For repeat customers, Search Credit Card Tokens finds the card the business already holds, which is where a recurring charge starts.
Human-in-Loop Highlight
Merge Clients is the operation on this connector that cannot be undone, and Morning's own design is what makes it necessary. A document can be issued to a one-off name rather than a client record, and Associate Documents To Client exists to move those documents onto a real record afterwards. So duplicate clients do not accumulate here through carelessness. They accumulate structurally, as a consequence of how documents get issued in a hurry. The cleanup is Merge Clients, which moves an inactive client's documents and balance into an active one and cannot be reversed, and it is aimed at records that may carry the only trace of a customer's filed history.
So the dedup agent never picks the survivor. It reads both records with Get Client, counts the documents on each with Search Documents, reads the balances, and posts the comparison: "Two client records share the phone number and a near identical name. Record A holds 31 issued documents and a balance of 12,400 shekels. Record B holds 2 documents from last month and a different billing address. Which record survives the merge?" A person answers, and only then does the agent merge. It is worth being precise about why the agent stops here rather than at the issue step: an issued document that turns out wrong can at least be canceled by a credit invoice. A merge cannot be canceled by anything.
Agent Capabilities
53 actionsDocuments
14- Create Document Issues a document, such as a tax invoice, a receipt, or a price quote. An issued document cannot be edited afterwards, only canceled by a credit invoice.
- Preview Document Renders the exact payload as a PDF into FlowRunner file storage without issuing anything. The only rehearsal available, and the step to run whenever a document is built from data you do not fully control.
- Search Documents Searches the business's documents by type, status, date range, client, or payment method. Results are paginated.
- Search Document Payments Searches the payments recorded across the business's documents. Each result is the document containing the matching payments.
- Get Document Reads one document by its identifier, including its income rows, payment rows, and totals.
- Get Linked Documents Reads the documents linked to a given one, such as the receipt that closed an invoice or the credit invoice that canceled it.
- Get Document Download Links Reads the download links of a document. The English link is present only when an English copy exists, so the origin link is the reliable one.
- Download Document Downloads a document as a PDF into FlowRunner file storage, following the link Morning returns.
- Close Document Marks a document closed, which settles it without issuing a receipt. What an invoice paid outside Morning needs.
- Open Document Reopens a document that was closed, returning it to the open state.
- Get Document Info Reads what one document type supports: the next number to be assigned, the features it allows, and the payment plugins this business has.
- List Document Templates Lists the document templates and skins available to the business.
- List Document Types Lists the document type codes with their names. The type is the filing, so this is the authority behind the type picker.
- List Document Statuses Lists the document status codes with their names.
Clients
8- Create Client Creates a client. The name is the only required field, and the accounting key is generated when it is left empty.
- Get Client Reads one client by its identifier, including its balance and contact details.
- Update Client Updates a client. Morning replaces the whole record, so a field left empty is cleared rather than kept.
- Delete Client Deletes a client. Morning refuses when documents are already issued to it, in which case deactivating it with Update Client is the alternative.
- Search Clients Searches the business's clients by name, email, contact person, or label. Results are paginated.
- Associate Documents To Client Attaches existing documents to a client, which is how documents issued to a one-off name are moved onto a real record.
- Update Client Balance Sets a client's balance to a given value. Morning recalculates the client's payment amount to reach it, so this is a bookkeeping change rather than an annotation.
- Merge Clients Merges an inactive client into an active one, moving its documents and balance across. The merge cannot be undone, and it is the operation this page's human gate exists for.
Suppliers
6- Create Supplier Creates a supplier, which is who an expense is recorded against.
- Get Supplier Reads one supplier by its identifier.
- Update Supplier Updates a supplier. Morning replaces the whole record, so a field left empty is cleared rather than kept.
- Delete Supplier Deletes a supplier. Morning refuses when expenses are already recorded against it.
- Search Suppliers Searches the business's suppliers by name, email, contact person, or label. Results are paginated.
- Merge Suppliers Merges one supplier into another, moving its expenses and balance across. The merge cannot be undone.
Catalog Items
5- Create Item Creates a catalog item, which a document row can then reference instead of restating the description and price.
- Get Item Reads one catalog item by its identifier.
- Update Item Updates a catalog item. Morning replaces the whole record, so every field is sent together.
- Delete Item Deletes a catalog item. Documents that already reference it keep the row as it was written.
- Search Items Searches the business's catalog items. Results are paginated.
Expenses
10- Create Expense Records an expense against a supplier. The reporting date is the VAT period rather than the expense date, and Morning requires it to be the first day of a month.
- Update Expense Updates an expense. Morning replaces the whole record, so the fields you are keeping have to be sent as well.
- Get Expense Reads one expense by its identifier.
- Delete Expense Deletes an expense from the business.
- Search Expenses Searches the business's expenses by supplier, date range, amount, document type, or payment state. Results are paginated.
- Search Expense Drafts Searches the business's expense drafts, which is where an uploaded file lands before it is approved into a real expense.
- Close Expense Marks an expense closed, which settles it.
- Open Expense Reopens an expense that was closed.
- List Expense Statuses Lists the expense status codes with their names, which is what the status filter on Search Expenses takes.
- Upload Expense File Uploads a receipt or invoice file, which creates an expense draft for approval. Both halves of Morning's pre-signed upload are handled inside its short signing window.
Payments
3- Create Payment Form Creates a hosted payment page and returns the URL to send the customer to. Morning issues the document itself once the payment succeeds and calls the notify URL, so nothing else needs creating.
- Search Credit Card Tokens Searches the credit card tokens saved in the business, which is where a repeat charge finds the card to use.
- Charge Credit Card Token Charges a saved credit card token and issues the resulting document. This takes money immediately, there is no rehearsal for it, and the document it produces cannot be edited.
Reference
4- List Business Categories Lists the business categories and sub categories Morning supports, which is where the category codes on a client come from.
- List Countries Lists the countries Morning supports, with the two letter codes a client or supplier address takes.
- List Cities Lists the cities Morning supports for one country, ordered by the localized name. The locale decides both the language and the ordering.
- Get Exchange Rates Reads the latest and previous day exchange rates Morning uses, relative to a base currency, which is what a foreign currency document row has to agree with.
Partner Access
3- List Connected Users Lists the Morning users a partner account has been approved to act for. This uses the separate partner credential rather than the business API key.
- Request User Approval Emails a user a link asking them to approve a partner connection. The link expires after three days, and on approval Morning posts the user's key to the URL given here.
- Disconnect User Ends a partner account's connection to a user, which revokes the key issued for that business.
Frequently Asked Questions
What can FlowRunner do with Morning?
FlowRunner agents can run Create Document, Preview Document, and Search Documents in Morning, plus 50 more actions.
Does connecting Morning to FlowRunner require OAuth?
Yes. Morning connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.
Can Morning trigger a FlowRunner workflow automatically?
Morning doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
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