Bolta
 | With Bolta modules in Make, you can automate invoice issuance, sync bank and transaction data, and manage accounts receivable and approval workflows directly within your financial processes. |
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This is AI-generated content based on official Bolta documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Bolta directly.
Requirements
To use the Bolta app in Make, you must have an active account and generate an API key, create your account on Bolta. For subscription, refer to the Bolta pricing page.
Connect Bolta and Make
To get started, you must first create a connection between Bolta and Make, allowing the two services to communicate.
Obtain your API Key in your Bolta account
Create the connection in Make.
Obtain your API Key in your Bolta account
Before you create the connection in Make, you should first obtain your API Key in your Bolta account.
To obtain your API Key :
Navigate to the developer center and click the API key menu.
Click the API key generate button.
Select the key type appropriate to your environment (test or live) and confirm the selection.
Copy the API key displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Bolta module to your scenario, 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 Bolta account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Bolta modules
After connecting to the Bolta app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Bolta resources
You can have access to more resources related to this app on the following links