ERPLY Books by #makeitfuture.

erply books is a web based accounting software offering automation, bank integration, and robust reporting for businesses of all sizes integrating with make com enables automated financial workflows and seamless data exchange with other 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 https //www erplybooks com/ 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, null app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/erply books/ 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 retrieve your api token, which is associated with your user and organisation login to your erply books account using your credentials navigate to the section where api tokens are managed locate your api token, which is connected to your user and organisation if you have multiple organisations, ensure you select the correct one to retrieve the appropriate api token copy the api token for use in your integration 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 creates new articles in your knowledge base or content management system create customer adds a new customer to your account by collecting their details and creating their profile in your system get accounts retrieve a list of all your accounts, including their details, from the connected service get articles retrieve a list of articles from your account, allowing you to access and work with your published or draft content get customers retrieves a list of clients and presents them in an array, making it easy 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 api request to the service using your authorized account, letting you access endpoints or features not covered by the standard modules 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}} erply books resources you can have access to more resources related to this app on the following links