ERPLY Books by #makeitfuture.

erply books is a web based accounting platform offering automated invoice processing, bank integration, api access, and customizable reporting for businesses of all sizes integrating with make com enables users to automate and streamline their financial workflows across multiple systems this is ai generated content based on official erply books documentation the content may contain mistakes 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 erply books 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 go to the make integration page click the install button 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 obtain an api token associated with your user and organisation login to your erply books account using your credentials navigate to the section where api tokens are managed for your user and organisation generate a new api token if you do not already have one for the relevant organisation note the generated api token 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 page 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 create articles this module allows you to easily create new articles in your selected application you can specify details such as the article title, content, and other relevant fields, helping you efficiently add fresh content to your knowledge base or website 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 their details, from your connected service get articles retrieve a list of articles from your account, allowing you to access and work with the latest published or saved content get customers retrieves a list of clients and presents them in an array, making it easy to view and manage 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, giving you flexibility to access specific endpoints or features not covered by 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