Process Management
Caflou
2min
The Caflou modules enable you to monitor projects, tasks, incomes, and expenses and create or retrieve companies, bank payments, projects, tasks, income/expenses in your Caflou account.
Prerequisites
- A Caflou account
In order to use Caflou with Make, it is necessary to have a Caflou account. If you do not have one, you can create a Caflou account at Caflou.
To connect your Caflou account to Make you need to obtain the Access Token and Account ID.
- Log in to your Caflou account.
- Click on the cog-wheel in the top-right corner.
- Open Account settings > API integration.
Click the Add button.
Enter the desired name for the token, specify the token validity and click the Save button.
- Copy the API token and store it in a safe place.
- Copy the Account ID.
- Go to Make and open the Caflou module's Create a connection dialog.
- Enter the Access Token you have copied in step 6 and Account ID from step 7 to the respective fields and click the Continue button to establish the connection.