CRM and Sales tools
Bling by Maxmel Tech
36 min
bling is an erp platform for brazilian businesses, offering invoicing, inventory, and financial management integrating bling with make com enables users to automate invoice creation, synchronize inventory, and streamline order processing between bling and other business tools this is ai generated content based on official bling documentation the content may still contain errors—please verify important information if you have questions, contact https //startintegrate com/apps/business erp/bling nc55qg directly how to get support on bling bling 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=bling\&app slug=bling community\&app unique id=bling nc55qg requirements to use the bling app in make, you must have an active bling account and register an application to obtain oauth 2 credentials, https //developer bling com br app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/bling community/ click the install button follow the on screen instructions to complete the setup connect bling and {{product name}} to get started, you must first create a connection between bling and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0,bearer token,basic authentication oauth 2 0 instructions you need to register your application and retrieve the client id and client secret login to your bling account using your credentials access the central de extensões and go to the área do integrador click on the option to create a new application fill in the required application details, including logo, name, category, description, redirect uri, homepage link, manual link, video link, developer name, email, cellphone, and select the necessary scopes for your application save the application after selecting at least one scope after saving, go to the informações do app tab to retrieve your client id and client secret bearer token instructions you need to create an application and complete the oauth2 0 authorization flow to retrieve your access token access your account and navigate to the central de extensões go to the área do integrador and select the option to create a new application fill in the required application details, including logo, name, category, description, redirect link, homepage link, manual link, video link, developer name, email, and phone add the necessary scopes for the application to access the required user data save the application after saving, access the informações do app tab to retrieve the client id and client secret initiate the oauth2 0 authorization flow to obtain the authorization code exchange the authorization code for an access token and refresh token using your client id and client secret the access token is your bearer token credential basic authentication instructions you need to retrieve your client id and client secret to use for authentication ensure you are logged into your bling account with appropriate permissions access the central de extensões go to the área do integrador create a new application or select an existing application from your list after the application is created or selected, navigate to the informações do app tab locate and note the client id and client secret displayed in the application information 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=bling\&app slug=bling community\&app unique id=bling nc55qg create the connection in {{product name}} https //www make com/en/register , add the bling 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 bling account 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 docid\ so88fm6pkt0g adkddfzz page bling modules after connecting to the bling app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add invoices to a purchase order this module allows you to attach or add invoices directly to a specific purchase order, making it easier to keep all related documents organized in one place add sales order accounts adds account information to a specific sales order create a contact adds a new contact to your account in the service, allowing you to store and manage their information create a deposit creates a new deposit entry in the specified account, allowing you to easily track and manage incoming funds create a product adds a brand new product to your inventory or catalog, making it available for management and listing create a purchase order creates a new purchase order in the system, allowing you to initiate and track orders for goods or services directly from your workflow create a sales order creates a new sales order in the selected system, allowing you to record and manage customer purchases directly within your chosen platform create an inventory record adds a new item to your inventory by creating a fresh record in the system, helping you keep track of your stock more efficiently delete a contact permanently removes a contact from your system using the specified contact id delete a product permanently removes a selected product from your inventory, ensuring it is no longer available or listed in your product catalog delete a purchase order permanently removes a specific purchase order from your records using the details you provide delete a sales order permanently removes a selected sales order from your system, ensuring it is no longer available or visible in your records generate variation combinations creates all possible combinations of product variations, such as different sizes, colors, or styles, to help you manage and list every available option for your products generate a sales order invoice creates detailed electronic invoices based on information from a sales order, making it easy to bill your customers accurately and efficiently get notification count retrieves the total count of notifications received within a specified time frame get product variations fetches detailed information about the different variations of a product, such as size, color, or other attributes get a contact fetches detailed information about a specific contact from your account get a deposit fetches detailed information about a specific deposit from the system get a product fetches detailed information about a specific product from the service get a purchase order fetches detailed information about a specific purchase order get a sales order fetches detailed information about a specific sales order from the system get a seller fetches detailed information about a specific seller from the database list contacts retrieves and displays a complete list of all your contacts, making it easy to view and manage everyone in your contact database list deposits retrieves a complete list of all deposit transactions, allowing you to view detailed information about each deposit list inventory balance by deposit retrieves a detailed list of all inventory balances, organized by each deposit location list inventory balances retrieves and displays the current inventory levels for all your products, giving you an overview of stock quantities available list notifications retrieves a complete list of all your notifications, allowing you to view and manage them in one place list products fetches and displays a complete list of all the products available in your store, allowing you to view product details in one place list purchase orders retrieves and displays a complete list of all your purchase orders, making it easy to review and manage your order history list sales orders retrieves and displays a complete list of all your sales orders, making it easy to review and manage your order history list sellers retrieves a complete list of all sellers, providing detailed information about each one make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules mark a notification as read this module updates the status of a selected notification to "read," helping you keep track of which notifications you’ve already reviewed recover a user's password initiates a password reset process for a selected user, allowing them to recover access to their account refund a purchase order this module allows you to reverse or cancel charges that were previously applied to a purchase order, effectively undoing the transaction refund a purchase order stock this module allows you to reverse or undo the stock allocation for a specific purchase order, returning the items back to inventory refund a sales order account this module allows you to reverse or cancel the charges that were previously applied to a sales order, effectively undoing the transaction refund a sales order stock this module allows you to reverse, or undo, the stock allocation for a specific sales order it helps you return the reserved stock back to your inventory if the sales order needs to be changed or canceled release purchase order stock this module allows you to release reserved stock that was previously allocated to a purchase order, making the items available for other uses or orders release a sales order stock this module allows you to release reserved stock that was allocated to a specific sales order, making the inventory available for other orders or purposes reset a user password resets the password for a selected user, allowing you to set a new password for them update a contact updates an existing contact by adding or changing their details, such as name, email address, phone number, or other contact information update a deposit updates an existing deposit by allowing you to modify its specific details, such as amount, date, or description update a product updates the details of an existing product, allowing you to modify information such as the product name, description, price, or other attributes update a product variation updates the names of specific attributes (such as color or size) for a selected product variation update a purchase order updates an existing purchase order by applying the specific details you provide, allowing you to modify information such as items, quantities, or other order attributes update a sales order updates the details of an existing sales order in the system, allowing you to modify information such as items, quantities, pricing, or customer details as needed verify a user hash checks whether a user’s verification hash is valid, helping to confirm the user’s identity during the verification process watch events the "watch events" module actively monitors your selected app for new events as they occur, allowing you to automatically trigger workflows in response to those events templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} bling resources you can have access to more resources related to this app on the following links https //community make com/search?q=bling https //developer bling com br https //startintegrate com/apps/business erp/bling nc55qg https //www make com/en/hq/app invitation/8bf0775372c5d4c89af268878146b1c9 https //www make com/en/integrations/bling community