Dooer by Codex Solutions International

dooer is an ai powered financial os that centralizes company financial data, integrates with banks, and provides real time insights and automation integrating with make com would streamline financial workflows, automate document processing, and enhance multi system financial management for businesses this is ai generated content based on official dooer documentation the content may still contain errors—please verify important information if you have questions, contact dooer support directly how to get support on dooer dooer 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=dooer\&app slug=dooer community\&app unique id=dooer bw6kok requirements to use the dooer app in make, you must have an active dooer account and an api key, create your account on dooer 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 dooer and {{product name}} to get started, you must first create a connection between dooer and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to create and retrieve your api key and key id log in to your dooer account navigate to the company settings page go to the tab labeled api nycklar click the green button labeled skapa api nyckel in the modal dialog, add a short description for the api key you want to create click skapa and follow the instructions copy the api key and key id (nyckel id and api nyckel) and store them in a secure location 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=dooer\&app slug=dooer community\&app unique id=dooer bw6kok create the connection in {{product name}} log in in your make account , add the dooer 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 dooer 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 dooer modules after connecting to the dooer app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a sales invoice generates a brand new sales invoice, allowing you to bill your customers for products or services directly from your account create a sales invoice payment creates and records a new payment for a specific sales invoice, helping you track when a customer has paid their invoice create a sales invoice reminder generates a new reminder to notify customers about their outstanding sales invoices get a sales invoice retrieve detailed information about a specific sales invoice using its unique id get a sales invoice payment retrieve detailed information about a specific sales invoice payment using its unique id get a sales invoice reminder retrieve a specific sales invoice reminder using its unique id this module allows you to access all the details of a particular sales invoice reminder quickly and easily list all sales invoice payments retrieve a detailed list of all payments made for a specific sales invoice by providing its invoice id list all sales invoice reminders retrieve a detailed list of all reminder notifications that have been sent for a specific sales invoice, using the invoice's unique id list all sales invoices retrieve a complete list of all your sales invoices, allowing you to view and manage every invoice generated in your account make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access features or endpoints not covered by the standard modules watch sales invoices triggers whenever a new sales invoice is created, allowing you to automatically start workflows whenever a new invoice is added to your system watch sales payouts triggers whenever a new sales payout is recorded, allowing you to automatically take action or process information each time a payout is added to your account watch sales system triggers whenever a new sales system is added, allowing you to automatically start workflows as soon as a new sales platform or tool is integrated into your account templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} dooer resources you can have access to more resources related to this app on the following links dooer website dooer documentation dooer api documentation dooer page on make