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Magic Heidi Integrations

Proposal & Invoice Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Description
      Required
    • Amount (CHF)
      Required
    • Date
    • Category
    • Payment Method
    • VAT Percentage
    Action
    Write
    • Item
      Required
    • Units
      Required
    • Price
      Required
    • Client Name
      Required
    • Client Street Address
    • Client Zip Address
    • Client City Address
    • Currency
    • Invoice Is Paid?
    • Invoice Date
    • Invoice Paid Method
    • Invoice Paid Date
    Action
    Write
    • Item description
      Required
    • Unit Price
      Required
    • Item Quantity
    • Invoice number
    • Invoice Date
    • Language
    • Logo Url
    • Text description
    • Currency
    • VAT Enabled
    • VAT Percentage
    • VAT Number
    • User Name
      Required
    • User Address
    • User Zip Code
    • User City
    • User IBAN
    • Customer Name
      Required
    • Customer Address
    • Customer Zip Code
    • Customer City
    • Invoice Date
    Action
    Write

For builders

Let your AI safely access Magic Heidi

Go beyond Zap workflows. Install Zapier in your AI to call Magic Heidi actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Magic Heidi from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create Expense
  • Create Temporary Invoice (Not Saved to Your Account)

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Magic Heidi actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Magic Heidi connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "magic-heidi", owner: "me" });

await zapier.runAction({
  app: 'magic-heidi',
  action: 'create_expense',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Magic Heidi Help & Support

Common questions

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About Magic Heidi
Magic Heidi is a Swiss invoicing and bookkeeping tool for freelancers.
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