--- title: easybill slug: easybill description: How to integrate easybill with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_easybill.png createdAt: 2025-02-03T13:28:18.713Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/easybill.png" alt="easybill logo" caption size="50" width="512" height="512"} | Easybill is an invoicing and billing platform that enables users to create, manage, and send invoices, delivery notes, and credit notes. Integrating Easybill with Make.com lets users automate invoice creation, customer management, and document distribution workflows. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [easybill](https://www.easybill.de/) directly. ::: # Requirements To use the easybill app in Make, you must have an active easybill account and an API key, [create your account on easybill](https://www.easybill.de/). For subscription, refer to the [easybill pricing page](https://www.easybill.de/). # Connect easybill and Make To get started, you must first create a connection between easybill and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your easybill account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your easybill account Before you create the connection in Make, you should first obtain your **API Key** in your easybill account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Click your username in the top blue menu bar. ::: :::WorkflowBlockItem Click** Profile and Settings**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/easybill_API_Key) ::: :::WorkflowBlockItem Scroll down to the** API Key section**. ::: :::WorkflowBlockItem If no** API key** is present, click** Generate new key**. ::: :::WorkflowBlockItem Click** Save** in the top right corner. ::: :::WorkflowBlockItem Copy the** API key** displayed in the** API Key section**. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://support.easybill.de/hc/de/articles/115003808529-API-Key-REST-Schnittstelle) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the easybill module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # easybill modules After connecting to the easybill app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Cancel a Document Cancels a selected document, stopping any further processing or actions related to it. ::: :::ExpandableHeading ### Complete a Document Fills in and finalizes the required fields of a designated document. ::: :::ExpandableHeading ### Create a Customer Adds a new customer record to your account. ::: :::ExpandableHeading ### Create a Customer Group Adds a new customer group to your account. ::: :::ExpandableHeading ### Create a Document Generates a brand new document from scratch. ::: :::ExpandableHeading ### Create a Document Payment Generates a new payment record for a specific document. ::: :::ExpandableHeading ### Create a Project Creates a new project within your selected workspace. ::: :::ExpandableHeading ### Create a Task Adds a new task to your project or task list. ::: :::ExpandableHeading ### Create an Invoice Item Adds a new item to an existing invoice. ::: :::ExpandableHeading ### Delete a Customer Removes a selected customer record from your account. ::: :::ExpandableHeading ### Delete a Customer Group Removes a selected customer group from your account. ::: :::ExpandableHeading ### Delete a Document Removes a selected document from your account. ::: :::ExpandableHeading ### Delete a Document Payment Removes a selected payment record from a document. ::: :::ExpandableHeading ### Delete a Project Removes a selected project from your account. ::: :::ExpandableHeading ### Delete a Task Removes a selected task from your account permanently. ::: :::ExpandableHeading ### Delete an Invoice Item Removes a selected item from an invoice. ::: :::ExpandableHeading ### Get a Customer Fetches detailed information about a specific customer. ::: :::ExpandableHeading ### Get a Customer Group Fetches detailed information about a specific customer group. ::: :::ExpandableHeading ### Get a Document Fetches the details of a particular document by its unique identifier. ::: :::ExpandableHeading ### Get a Document Payment Fetches detailed information about a particular document payment. ::: :::ExpandableHeading ### Get a Project Fetches detailed information about a particular project. ::: :::ExpandableHeading ### Get a Task Fetches detailed information about a particular task. ::: :::ExpandableHeading ### Get an Invoice Item Fetches detailed information about a particular invoice item. ::: :::ExpandableHeading ### List Contacts Fetches and displays a list of all contacts from your account. ::: :::ExpandableHeading ### List Customer Groups Retrieves a list of all customer groups from your account. ::: :::ExpandableHeading ### List Documents Fetches and displays a list of available documents from your account. ::: :::ExpandableHeading ### List Invoice Items Fetches a list of individual items included on invoices. ::: :::ExpandableHeading ### List Projects Fetches and returns a list of all available projects from your account. ::: :::ExpandableHeading ### List Tasks Fetches and displays a list of all existing tasks from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Customers Retrieves a list of customers based on specified search criteria. ::: :::ExpandableHeading ### Search Document Payments Retrieves a list of documents that match your search criteria. ::: :::ExpandableHeading ### Send a Document Sends a document of a selected type to a designated recipient. ::: :::ExpandableHeading ### Update a Customer Updates the details of a selected customer in your account. ::: :::ExpandableHeading ### Update a Customer Group Modifies the details of a selected customer group. ::: :::ExpandableHeading ### Update a Document Modifies the contents of a selected document. ::: :::ExpandableHeading ### Update a Project Modifies the details of a selected project. ::: :::ExpandableHeading ### Update a Task Modifies the details of a selected task. ::: :::ExpandableHeading ### Update an Invoice Item Modifies the details of a selected invoice item. ::: :::ExpandableHeading ### Watch Contacts Triggers when a specific event involving a contact occurs, such as creation, update, or deletion. ::: :::ExpandableHeading ### Watch Customers Triggers when a specific action or activity involving a customer occurs. ::: :::ExpandableHeading ### Watch Document Payments Triggers when a payment is made or updated for a document. ::: :::ExpandableHeading ### Watch Documents Triggers when a specific event occurs in a document, such as creation, update, or deletion. ::: :::ExpandableHeading ### Watch Invoice Items Triggers when a specific action occurs related to an invoice item, such as creation, update, or deletion. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # easybill resources You can have access to more resources related to this app on the following links - [easybill topics on Make community](https://community.make.com/search?q=easybill) - [easybill website](https://www.easybill.de/) - [easybill API documentation](https://www.easybill.de/api/) - [easybill page on make](https://www.make.com/en/integrations/easybill) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::