Billingo by Maxmel Tech

billingo is an online invoicing and business management platform that streamlines billing, document management, and financial processes integrating with make com enables automated workflows for invoicing, payment tracking, and document handling, saving time and reducing manual effort this is ai generated content based on official billingo documentation the content may still contain errors—please verify important information if you have questions, contact billingo support directly how to get support on billingo billingo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=billingo\&app slug=billingo community\&app unique id=bilingo 7hh4tu requirements to use the billingo app in make, you must have an active billingo account and an api key, create your account on billingo app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect billingo and {{product name}} to get started, you must first create a connection between billingo and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key to authenticate with the platform navigate to the billingo api menu within your account click on the button to create a new key enter a name for the key that clearly identifies its intended use select the appropriate scope for the key, such as read or read and write save the key the generated api key will now appear in your list of keys and is ready for use some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=billingo\&app slug=billingo community\&app unique id=bilingo 7hh4tu create the connection in {{product name}} log in in your make account , add the billingo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your billingo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page billingo modules after connecting to the billingo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a document cancels a specified document, stopping any further processing or actions related to it create a document generates a brand new document from scratch, allowing you to start working on fresh content right away create a document from a proforma generates a brand new document based on a selected proforma template, allowing you to quickly create standardized documents create a product adds a brand new product to your catalog using the information you provide, such as name, description, and other product details delete a payment history removes a specific payment record from a document, helping you keep your payment history up to date and organized delete a product permanently removes a selected product from your inventory download a document downloads a pdf version of the selected document, allowing you to easily save or share it in a standard file format get a document fetches and returns the details of a specific document based on the provided criteria get a document's status history fetches detailed information about the status history of a specific document, allowing you to see all the changes and updates that have occurred for that document get a product fetches detailed information about a specific product, including its attributes and key data list document payments fetches a detailed list of payments associated with your documents, allowing you to review all payment transactions in one place list products fetches and displays a list of all products available in your account, allowing you to view detailed information about each product make an api call allows you to make a custom api request to the connected service using your own parameters and data, giving you flexibility to access features or endpoints not covered by the standard modules search documents searches your account for documents that match specific criteria you set, helping you quickly find the files you need send a document sends a selected document directly to the email addresses you specify update a document payment updates the payment history for a specific document, allowing you to add or modify payment details associated with that document update a product updates the information of an existing product with the new details you provide, such as its name, description, price, or other attributes watch documents triggers whenever a brand new document is added, allowing you to automatically kick off workflows or actions whenever a document is created in your connected app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} billingo resources you can have access to more resources related to this app on the following links billingo topics on make community billingo website billingo documentation billingo api documentation billingo page on make