Fakturoid

fakturoid is an online invoicing and expense management platform for entrepreneurs and businesses integrating fakturoid with make com lets users automate invoice creation, track expenses, and sync financial data between fakturoid and other business tools this is ai generated content based on official fakturoid documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www fakturoid cz/vitejte zpet directly requirements to use the fakturoid app in make, you must have an active fakturoid account and use oauth 2 authorization, https //www fakturoid cz/vitejte zpet for subscription, refer to the https //www fakturoid cz/vitejte zpet connect fakturoid and {{product name}} to get started, you must first create a connection between fakturoid and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your fakturoid account create the connection in make obtain your oauth2 credentials in your fakturoid account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your fakturoid account to obtain your oauth2 credentials navigate to settings click user account if prompted, enter the callback uri https //www integromat com/oauth/cb/fakturoid2 copy the client id displayed on screen copy the client secret displayed on screen 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 //www fakturoid cz/podpora/automatizace/api create the connection in {{product name}} https //www make com/en/register , add the fakturoid 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 fakturoid account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page fakturoid modules after connecting to the fakturoid app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel / undo cancel an invoice cancels a specified invoice or restores a previously canceled invoice to active status create a contact creates a new contact record in your selected application create a recurring template creates a new template for scheduling recurring tasks or events create a template generates a new invoice template for your billing documents create an expense creates a new expense entry in your account create an expense payment creates a new payment record for an expense create an invoice generates a new invoice record in your account create an invoice message generates a new invoice message, which can be accessed exclusively by users with paid subscription plans create an invoice payment generates a new payment record for an existing invoice delete a contact deletes the specified contact from your account delete a recurring template deletes a specified recurring template from your account delete a template deletes a specific template using its unique id delete an expense permanently removes a specific expense from your account using its unique id delete an expense payment permanently removes a selected expense payment record from your account delete an invoice deletes the specified invoice from your account delete an invoice payment deletes a specific payment that has been applied to an invoice download an invoice downloads the specified invoice in pdf format get invoice lines retrieves individual invoice line items one at a time get a contact fetches detailed information for a specific contact using its unique id get a recurring template fetches the details of a specific recurring template that already exists get a template fetches a specific template using its unique id get an expense fetches detailed information about a specific expense using its unique id get an invoice fetches a specific invoice using its unique id lock / unlock an expense locks or unlocks a specified expense entry lock / unlock an invoice locks or unlocks the specified invoice, controlling whether it can be edited or remains read only make an api call executes a custom api request to the connected service using your authorized credentials mark an invoice as sent updates the invoice status to indicate that it has been sent to the recipient pay an invoice / remove payment (deprecated) processes payment for a selected invoice or proforma, and also allows you to remove a previously recorded payment search contacts retrieves a list of contacts that match your specified search criteria search expenses retrieves a list of expenses that match your specified search criteria search invoices retrieves a list of invoices that match the specified search criteria search recurring templates retrieves a list of recurring templates that match your specified search criteria search templates retrieves a list of templates that match your specified search criteria update a contact updates the details of a specified contact update a recurring template modifies the details of an existing recurring template update a template updates an existing template using its unique id update an expense updates the details of a specified expense update an invoice updates the details of a specified invoice watch contacts triggers when a new contact is created in your account watch invoice events triggers when the status of an invoice is updated to a specified value watch new invoices triggers when a new invoice is generated in your account 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}} fakturoid resources you can have access to more resources related to this app on the following links https //community make com/search?q=fakturoid https //www fakturoid cz/vitejte zpet https //fakturoid docs apiary io/# https //www make com/en/integrations/fakturoid