easybill

easybill is an invoicing and billing platform for creating, managing, and sending invoices, offers, and delivery notes integrating easybill with make com allows users to automate invoice generation, customer management, and document workflows directly from their easybill account this is ai generated content based on official easybill documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www easybill de/ directly requirements to use the easybill app in make, you must have an active easybill account and an api key, https //www easybill de/ for subscription, refer to the https //www easybill de/ connect easybill and {{product name}} to get started, you must first create a connection between easybill and {{product name}} , allowing the two services to communicate obtain your api key in your easybill account create the connection in make obtain your api key in your easybill account before you create the connection in {{product name}} , you should first obtain your api key in your easybill account to obtain your api key click your username in the blue menu bar click profile and settings scroll down to the api key section click the generate new key button if no api key is present click save in the top right corner copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support easybill de/hc/de/articles/115003808529 api key rest schnittstelle create the connection in {{product name}} https //www make com/en/register , add the easybill 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 easybill account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page easybill modules after connecting to the easybill app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a document cancels a selected document, stopping any further processing or actions related to it complete a document finalizes and marks a selected document as complete create a customer adds a new customer record to your account create a customer group creates a new group to organize and manage customers create a document generates a new blank document in your selected workspace create a document payment generates a new payment record for a specific document create a project creates a new project within your selected workspace create a task creates a new task in your selected project or workspace create an invoice item adds a new item to an existing invoice delete a customer permanently removes a selected customer from your account delete a customer group deletes a selected customer group from your account delete a document deletes a selected document from your account delete a document payment deletes a selected payment record associated with a particular document delete a project deletes a selected project from your account delete a task deletes a selected task from your account delete an invoice item deletes a selected item from an invoice get a customer fetches detailed information about a particular customer get a customer group fetches detailed information about a specific customer group get a document fetches and returns the details of a specified document by its unique identifier get a document payment fetches the payment details for a specified document get a project fetches detailed information about a selected project get a task fetches detailed information about a particular task get an invoice item fetches detailed information about a particular invoice item list contacts fetches and displays a list of all contacts from your account list customer groups retrieves a list of all customer groups from your account list documents fetches and displays a list of available documents from your connected account list invoice items fetches a list of individual items included on invoices list projects fetches and displays a list of all available projects from your account list tasks fetches and displays a list of all existing tasks from your account make an api call executes a custom api request to the connected service using your authorized credentials search customers retrieves a list of customers based on specified search criteria search document payments retrieves a list of documents that match your specified search criteria send a document sends a document of your chosen type to a designated recipient update a customer updates the details of a selected customer update a customer group updates the details of a selected customer group update a document updates the content or properties of a selected document update a project updates the details of a selected project update a task updates the details of a selected task update an invoice item updates the details of a selected invoice item watch contacts triggers when a specific event involving a contact occurs, such as creation, update, or deletion watch customers triggers when a specific action or activity involving a customer occurs watch document payments triggers when a payment is made or updated for a specific document watch documents triggers when a specific event occurs in a document, such as creation, update, or deletion watch invoice items triggers when a specific event occurs related to an invoice item, such as creation, update, or deletion 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}} easybill resources you can have access to more resources related to this app on the following links https //community make com/search?q=easybill https //www easybill de/ https //www easybill de/api/ https //www make com/en/integrations/easybill