FLOWii

flowii is an all in one business management platform offering crm, invoicing, project management, and team collaboration tools integrating flowii with make com streamlines workflows, automates tasks, and enhances productivity by connecting business processes with other apps this is ai generated content based on official flowii documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //www flowii com/ directly requirements to use the flowii app in make, you must have an active flowii account and an api key, https //www flowii com/ connect flowii and {{product name}} to get started, you must first create a connection between flowii and {{product name}} , allowing the two services to communicate you can connect using the following method api key,bearer token api key instructions you need to retrieve your unique api key from your flowii account settings login to your flowii account navigate to the settings section go to extensions select api choose new flowii rest api locate and copy your unique api key bearer token instructions you need to retrieve your api key and use it together with your login credentials to obtain an access token navigate to your flowii account settings go to the extensions section and select api locate the section labeled new flowii rest api find and note your unique api key prepare your flowii login credentials email and password use your api key, email, and password to request an access token create the connection in {{product name}} https //www make com/en/register , add the flowii 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 flowii or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page flowii modules after connecting to the flowii app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create attendance event creates a new attendance record for an event create business case generates a new business case document with specified details create cash flow generates a new cash flow record in your account create communication creates a new communication or event entry in your system create order creates a new order in your connected application create partner creates a new partner record in your system create planned absence creates a new scheduled absence record for an employee create task creates a new task in your selected application create task activity interval creates a new time interval for a specific task activity create task message creates a new message for a specific task delete business case permanently removes a selected business case from your account delete cash flow deletes a selected cash flow record from your account delete communication deletes a selected communication or event from your account delete order permanently removes a selected order from your system delete partner removes a selected partner from your account delete task permanently removes a selected task from your account delete task activity interval removes a selected time interval from a specific task activity get activity type list retrieves a list of available activity type categories from your account get attendance summary retrieves a detailed summary of attendance records get bank account list retrieves a detailed list of all bank accounts associated with your company get business case attachments retrieves all file attachments associated with a specific business case get business case emails retrieves all email addresses associated with a specified business case get business case events retrieves all events associated with a selected business case get business case failure list retrieves a list of possible reasons why a business case may have failed get business case list retrieves a list of all available business cases from your account get business case source list retrieves a list of available sources for business cases get business case state list retrieves a list of all available states for business cases get business case tasks retrieves the list of tasks associated with a specific business case get cash flow list retrieves a detailed list of all recorded cash flow transactions get communication attachments retrieves a list of files or documents attached to communications get communication category list retrieves a list of available communication category types get communication list retrieves a list of all communication records from your account get communication type list retrieves a list of available communication type options get company access list retrieves a list of all companies that the connected user has permission to access get company data list retrieves a list of detailed information about companies get country list retrieves a list of all available countries from the connected service get delivery type list retrieves a list of available delivery method options get document category list retrieves a list of all available document categories from your account get document numbering sequence list retrieves a list of available numbering sequences used for organizing and identifying documents get document subcategory list retrieves a list of all available subcategories within your documents get file with content retrieves the contents of a selected file and converts them into base64 format get good category list retrieves a list of available product categories get good list retrieves a detailed list of available products get good subcategory list retrieves a list of available product subcategories get home summary retrieves an overview of the main content and key information displayed on your home page get my company user fetches detailed information about the user associated with the current connection get my notifications retrieves a list of notifications received by the user associated with the current connection get notifications summary retrieves a summary of all notifications received by the user associated with the current connection get order attachments retrieves a list of files or documents attached to a specific order get order documents retrieves all documents associated with a particular order get order emails retrieves all email addresses associated with a specific order get order events retrieves a detailed list of all events associated with a particular order get order list retrieves a detailed list of all existing orders from your account get order state list retrieves a list of all available order statuses in your system get order subtype list retrieves a list of available order subtype options get order tasks retrieve a list of tasks that are associated with a particular order get order type list retrieves a list of available order type options get partner attachments retrieves all attachments associated with a selected partner get partner business cases retrieves a list of business cases associated with a particular partner get partner contacts retrieves all contact details associated with a selected partner get partner documents retrieves a list of all documents associated with a selected partner get partner emails retrieves all email addresses associated with a specific partner get partner events retrieves a list of events associated with the selected partner get partner list retrieves a list of all partners associated with your account get partner orders retrieves all orders associated with a particular partner get partner subtype list retrieves a list of available partner subtype categories get partner tag list retrieves a list of all tags associated with your partners get partner tasks retrieves all tasks associated with a selected partner get partner type list retrieves a list of available partner type categories get payment method list retrieves a list of available payment methods for your account get task activity activity interval list retrieves a list of time intervals associated with a specific activity within a designated task get task activity interval list retrieves a list of time intervals during which specific tasks were actively worked on get task activity list retrieves a list of all activities associated with a specific task get task attachments retrieves all files and documents attached to a specific task get task category list retrieves a list of available task categories from your account get task list retrieves a list of all existing tasks from your account get task subcategory list retrieves a list of available subcategories for tasks get unit of measure list retrieves a list of available units of measurement used in your system get user list retrieves a list of all users in your account get user permissions retrieves a list of permissions assigned to the user associated with the current connection make an api call executes a custom api request to the connected service using your authorized credentials post cash flow transaction use cash flow transactions to link specific cash flow entries to an invoice by matching a variable symbol and other relevant details read activity type retrieves detailed information about a specific activity type you select read bank account retrieves comprehensive information about a specific bank account you select read business case retrieves comprehensive information about a specific business case read business case failure retrieves comprehensive information about a specific business case failure read business case source retrieves detailed information about a specific business case source read business case state retrieves detailed information about a specific business case state read cash flow retrieves comprehensive information about a particular cash flow entry read communication retrieves detailed information about a specific communication or event read communication category retrieves detailed information about a specific communication category read communication type retrieves detailed information about a specific communication type read company data retrieves comprehensive information about a specific company based on its identifier read delivery type retrieves detailed information about a specific delivery type you select read document category retrieves comprehensive information about a selected document category read good retrieves comprehensive information about a particular item or service you specify read good category retrieves detailed information about a specific product category read order retrieves comprehensive information about a specific order you select read order state retrieves detailed information about a specific order status read order type retrieves comprehensive information about a particular order type you specify read partner retrieves comprehensive information about a specific partner based on the provided identifier read partner type retrieves comprehensive information about a specific partner type read payment method retrieves comprehensive information about a particular payment method you specify read task retrieves comprehensive information about a specific task you select read task category retrieves comprehensive information about a specific task category you select read unit of measure retrieves comprehensive information about a particular unit of measure you specify read user retrieves comprehensive information about a particular user based on their unique identifier update cash flow updates the details of a selected cash flow record update communication updates the details of a selected communication or event update notification updates the details of a selected notification update partner updates the details of a selected partner in your account update task activity updates the details of a selected task activity update task activity interval updates the time interval for a selected task activity upload business case attachment uploads a selected file as an attachment to a designated business case record upload communication attachment uploads a file as an attachment to a selected communication or event upload order attachment uploads a file as an attachment to a selected order in your system upload partner attachment uploads a file as an attachment to a selected partner's profile upload task attachment uploads a file as an attachment to a selected task 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}} flowii resources you can have access to more resources related to this app on the following links https //community make com/search?q=flowii https //www flowii com/ https //www flowii com/sk/manual/api/ https //www make com/en/integrations/flowii