Dooer by Maxmel Tech

dooer is a financial os that consolidates financial data from banks and cards, enabling ai driven insights and automation integrating with make com would streamline financial workflows, automate data handling, and enhance scenario modeling for businesses using both platforms 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 xieiax requirements to use the dooer app in make, you must have an active dooer account, and access to dooer sales (försäljning), 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 generate your api key login to your platform using your credentials navigate to the company settings page go to the api nycklar tab 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 generated 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 xieiax 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 payment creates a sales invoice payment, allowing you to record a payment received from a customer for a specific invoice you've issued create a sales invoice reminder creates a new reminder linked to a specific sales invoice, helping you keep track of outstanding payments or follow up actions create a sales payout creates a new sales payout record, allowing you to log and track payments made from sales transactions create an invoice generates a brand new invoice, allowing you to bill your customers for products or services directly from your account get a sales invoice fetches detailed information about a specific sales invoice using its unique id get a sales invoice payment fetches detailed information about a specific sales invoice payment using its unique id get a sales payout fetches detailed information about a specific sales payout using its unique id list sales invoice payments fetches and displays a detailed list of all payments made towards sales invoices, helping you easily track and review payment activity list sales invoice reminders fetches a detailed list of sales invoice reminders, helping you keep track of which invoices need follow up or have pending reminders list sales invoices fetches a detailed list of all sales invoices stored in your account, allowing you to review and manage your billing records easily list sales payouts fetches and displays a detailed list of sale payouts from your account, allowing you to review all payout transactions in one place make an api call allows you to make a custom api request to the connected service, letting you access features or data not covered by the standard modules watch payouts triggers whenever a new payout is issued, allowing you to automatically take action each time a payment is processed watch sales invoices triggers whenever a brand new sales invoice is generated in your system, allowing you to automatically kick off workflows whenever an invoice is created 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