ERPLY Books

erply books is a web based accounting software designed for businesses and accountants, offering automation, reporting, and flexible modules integrating it with make com enables users to automate financial workflows and streamline accounting processes across various business tools this is ai generated content based on official erply books documentation the content may still contain errors—please verify important information if you have questions, contact erply books support directly how to get support on erply books erply books 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=erply%20books\&app slug=erply books\&app unique id=erply books oc6zmo requirements to use the erply books app in make, you must have an active account and an api token, create your account on erply books app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect erply books and {{product name}} to get started, you must first create a connection between erply books and {{product name}} , allowing the two services to communicate you can connect using the following method api token api token instructions you need to retrieve your api token, which is linked to your user and organisation log in to your erply books account navigate to the section where api tokens are managed locate your api token associated with your user and organisation copy the api token for use in your application 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=erply%20books\&app slug=erply books\&app unique id=erply books oc6zmo create the connection in {{product name}} log in in your make account , add the erply books 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 erply books 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 erply books modules after connecting to the erply books app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create articles creates new articles in your selected knowledge base or content management system this module lets you automatically generate and publish articles with your specified title, content, and other details create customer adds a new customer to your account by collecting and saving their details get accounts retrieve a list of all your accounts, including details for each one get articles retrieve articles from your selected source, allowing you to access and work with the latest published content get customers retrieves a list of clients and presents them in an array, allowing you to view and work with multiple client records at once get invoices retrieve a list of invoices from your account, allowing you to view details such as invoice numbers, dates, amounts, and statuses make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} erply books resources you can have access to more resources related to this app on the following links erply books website erply books documentation erply books api documentation erply books page on make