--- title: Fakturoid slug: fakturoid description: How to integrate Fakturoid with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_fakturoid.png createdAt: 2025-02-03T13:28:22.758Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/fakturoid.png" alt="Fakturoid logo" caption size="50" width="512" height="512"} | Fakturoid is an online invoicing and accounting platform for freelancers and small businesses. Integrating Fakturoid with Make.com enables automated invoice creation, client management, and payment status updates directly within your business workflows. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Fakturoid](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, [create your account on Fakturoid](https://www.fakturoid.cz/vitejte-zpet). For subscription, refer to the [Fakturoid pricing page](https://www.fakturoid.cz/vitejte-zpet). # Connect Fakturoid and Make To get started, you must first create a connection between Fakturoid and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your Fakturoid account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2 credentials in your Fakturoid account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your Fakturoid account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Click** Connect other apps**. ::: :::WorkflowBlockItem Click** OAuth 2 for app developers**. ::: :::WorkflowBlockItem Click to** create a new integration**. ::: :::WorkflowBlockItem Enter the** callback URI**: `https://www.integromat.com/oauth/cb/fakturoid2` ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://www.fakturoid.cz/api/v3/authorization) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Fakturoid module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Fakturoid modules After connecting to the Fakturoid app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Cancel / Undo Cancel an Invoice Cancels a specified invoice or restores a previously canceled invoice to active status. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book. ::: :::ExpandableHeading ### Create a Recurring Template Generates a new template for scheduling recurring tasks or events. ::: :::ExpandableHeading ### Create a Template Generates a new invoice template for your billing needs. ::: :::ExpandableHeading ### Create an Expense Adds a new expense record to your account. ::: :::ExpandableHeading ### Create an Expense Payment Creates a new payment record for an expense. ::: :::ExpandableHeading ### Create an Invoice Generates a new invoice for a customer. ::: :::ExpandableHeading ### Create an Invoice Message Generates a new invoice message, which can be accessed exclusively by users on paid plans. ::: :::ExpandableHeading ### Create an Invoice Payment Generates a new payment record for an existing invoice. ::: :::ExpandableHeading ### Delete a Contact Deletes the specified contact from your account. ::: :::ExpandableHeading ### Delete a Recurring Template Permanently removes a specified recurring template from your account. ::: :::ExpandableHeading ### Delete a Template Deletes a specific template using its unique ID. ::: :::ExpandableHeading ### Delete an Expense Removes a specific expense from your account using its unique ID. ::: :::ExpandableHeading ### Delete an Expense Payment Removes a specific expense payment record from your account. ::: :::ExpandableHeading ### Delete an Invoice Deletes the specified invoice from your account. ::: :::ExpandableHeading ### Delete an Invoice Payment Removes a specific payment that has been applied to an invoice. ::: :::ExpandableHeading ### Download an Invoice Downloads the specified invoice in PDF format. ::: :::ExpandableHeading ### Get Invoice Lines Retrieves individual invoice line items one at a time. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information for a specific contact using its unique ID. ::: :::ExpandableHeading ### Get a Recurring Template Fetches the details of a specific recurring template that already exists in your account. ::: :::ExpandableHeading ### Get a Template Fetches a specific template using the provided template ID. ::: :::ExpandableHeading ### Get an Expense Fetches detailed information about a specific expense using its unique ID. ::: :::ExpandableHeading ### Get an Invoice Retrieves detailed information for a specific invoice using its unique ID. ::: :::ExpandableHeading ### Lock / Unlock an Expense Locks or unlocks a specified expense entry. ::: :::ExpandableHeading ### Lock / Unlock an Invoice Locks or unlocks the specified invoice to control its editing status. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Mark an Invoice as Sent Updates the invoice status to indicate that it has been sent to the recipient ::: :::ExpandableHeading ### Search Contacts Retrieves a list of contacts that match the specified search criteria. ::: :::ExpandableHeading ### Search Expenses Retrieves a list of expenses that match your specified search criteria. ::: :::ExpandableHeading ### Search Invoices Retrieves a list of invoices that match your specified search criteria. ::: :::ExpandableHeading ### Search Recurring Templates Retrieves a list of recurring templates that match your specified search criteria. ::: :::ExpandableHeading ### Search Templates Retrieves a list of templates that match your specified search criteria. ::: :::ExpandableHeading ### Update a Contact Updates the details of a specified contact. ::: :::ExpandableHeading ### Update a Recurring Template Modifies the details of an existing recurring template. ::: :::ExpandableHeading ### Update a Template Updates a specific template using its unique ID. ::: :::ExpandableHeading ### Update an Expense Updates the details of a specified expense. ::: :::ExpandableHeading ### Update an Invoice Updates the details of a specified invoice. ::: :::ExpandableHeading ### Watch Contacts Triggers when a new contact is created and added to your account. ::: :::ExpandableHeading ### Watch Invoice Events Triggers when the status of an invoice is updated to a specified value. ::: :::ExpandableHeading ### Watch New Invoices Triggers an event whenever a new invoice is generated in your account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Fakturoid resources You can have access to more resources related to this app on the following links - [Fakturoid topics on Make community](https://community.make.com/search?q=Fakturoid) - [Fakturoid website](https://www.fakturoid.cz/vitejte-zpet) - [Fakturoid API documentation](https://fakturoid.docs.apiary.io/#) - [Fakturoid page on make](https://www.make.com/en/integrations/fakturoid) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::