File and Document Management
finaX
9 min
finax is a developer tool for managing and testing financial data apis integrating finax with make com allows users to automate api testing, monitor financial endpoints, and streamline reporting of api performance within their workflows this is ai generated content based on official finax documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //finax dev/kontakt/ directly requirements to use the finax app in make, you must have an active account and an api key, https //finax dev for subscription, refer to the https //finax dev connect finax and {{product name}} to get started, you must first create a connection between finax and {{product name}} , allowing the two services to communicate obtain your api key in your finax account create the connection in make obtain your api key in your finax account before you create the connection in {{product name}} , you should first obtain your api key in your finax account to obtain your api key navigate to the dashboard navigate to the api section copy the api key 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 //docs finax dev/ create the connection in {{product name}} https //www make com/en/register , add the finax 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 finax account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page finax modules after connecting to the finax app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a zugferd pdf (expert) generates a zugferd compliant pdf invoice using the expert profile create a zugferd pdf (simple) easily generate a zugferd compliant pdf invoice make an api call executes a custom api request to the connected service using your authorized credentials 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}} finax resources you can have access to more resources related to this app on the following links https //community make com/search?q=finax https //finax dev https //docs finax dev/ https //www make com/en/integrations/finax