Dooer by Maxmel Tech

dooer is an ai powered financial platform that centralizes data from multiple banks and systems, offering insights, automation, and document processing integrating dooer with make com enables automated financial workflows and real time data analysis across diverse financial sources 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 https //help dooer com/v4/get started/ 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 the dooer sales product, https //dooer com 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/dooer community/ 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 an api key from your account settings log in to your dooer account navigate to the company settings page by clicking your company name in the upper left corner and selecting företagsinställningar from the dropdown go to the tab labeled api nycklar click the green button skapa api nyckel to create a new api key in the modal dialog, add a short description for the 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 follow ups or payment deadlines for that invoice create a sales payout creates a new sales payout by generating a record of payment for completed sales transactions create an invoice creates a brand new invoice, allowing you to easily generate billing documents for your customers 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 a detailed list of payments that have been made toward sales invoices, helping you easily track and review all invoice payment records list sales invoice reminders fetches a detailed list of all sales invoice reminders, helping you keep track of outstanding invoices that need follow up list sales invoices fetches a detailed list of sales invoices from your account, allowing you to view and manage all your sales transactions in one place list sales payouts fetches a detailed list of all sales payouts from your account, allowing you to review each payout and its associated information make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules watch payouts triggers whenever a new payout is processed in your account, allowing you to take action each time you receive a payment watch sales invoices this module activates whenever a brand new sales invoice is generated, allowing you to automatically kick off workflows in response to freshly created invoices 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}} dooer resources you can have access to more resources related to this app on the following links https //dooer com https //help dooer com/v4/ https //api dooer com/docs https //www make com/en/integrations/dooer community