easybill

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 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 top blue menu bar click profile and settings scroll down to the api key section if no api key is present, click generate new key click save in the top right corner copy the api key displayed in the api key section 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 fills in and finalizes the required fields of a designated document create a customer adds a new customer record to your account create a customer group adds a new customer group to your account create a document generates a brand new document from scratch 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 adds a new task to your project or task list create an invoice item adds a new item to an existing invoice delete a customer removes a selected customer record from your account delete a customer group removes a selected customer group from your account delete a document removes a selected document from your account delete a document payment removes a selected payment record from a document delete a project removes a selected project from your account delete a task removes a selected task from your account permanently delete an invoice item removes a selected item from an invoice get a customer fetches detailed information about a specific customer get a customer group fetches detailed information about a specific customer group get a document fetches the details of a particular document by its unique identifier get a document payment fetches detailed information about a particular document payment get a project fetches detailed information about a particular 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 account list invoice items fetches a list of individual items included on invoices list projects fetches and returns 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 search criteria send a document sends a document of a selected type to a designated recipient update a customer updates the details of a selected customer in your account update a customer group modifies the details of a selected customer group update a document modifies the contents of a selected document update a project modifies the details of a selected project update a task modifies the details of a selected task update an invoice item modifies 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 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 action 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