Morning by Callbox

morning (green invoice) is an israeli online invoicing and business management platform that streamlines financial and administrative tasks for small businesses integrating with make com enables users to automate invoicing, payments, and reporting workflows, saving time and reducing manual effort this is ai generated content based on official morning documentation the content may still contain errors—please verify important information if you have questions, contact https //www morning co/ directly how to get support on morning morning 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=morning\&app slug=morning\&app unique id=green invoice y563os requirements to use the morning app in make, you must have a best or higher subscription and an api key, 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/morning/ click the install button follow the on screen instructions to complete the setup connect morning and {{product name}} to get started, you must first create a connection between morning and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to create a new api key and secret in your account settings go to the personal area menu select developer tools choose api keys click on the option to create a new api key enter a name to describe the key read and approve the terms and conditions click save after saving, note the generated api key and secret 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=morning\&app slug=morning\&app unique id=green invoice y563os create the connection in {{product name}} https //www make com/en/register , add the morning 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 morning 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 morning modules after connecting to the morning app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add client adds a new client to your system use this module to create and store information about a new client, including their contact details and any relevant data, making it easier to manage your client relationships add document creates a new document in your selected workspace, allowing you to specify details such as the document name and content add expense create a new expense entry by adding all the relevant details, such as the amount, date, and description, to keep your financial records up to date add expense draft by file easily create a new expense draft by uploading a file this module lets you submit receipts or other expense documents, automatically generating a draft expense entry for you based on the uploaded file add supplier creates a new supplier in your system, allowing you to add and store details for a new vendor or provider delete client the "delete client" module allows you to permanently remove a client’s record from your system use this module when you need to delete all information associated with a specific client get all clients retrieve a complete list of all clients, including their details get all documents retrieve all documents this module allows you to fetch a complete list of all documents available in your connected account, making it easy to access and manage your files in one place get document retrieve a specific document by entering its unique id this module allows you to access all the details and content of the document you’re looking for get a preview document allows you to view a preview of the document, showing how it will look before the final version is generated make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with features or endpoints not covered by the standard modules search clients find a client by entering one or more specific details, such as their name, email, or other identifying information search documents finds documents in your database that match specific search criteria you provide search expenses finds and retrieves expenses that match your specified search criteria update client update client this module allows you to modify the details of an existing client in your system you can update information such as the client's name, contact details, or other relevant data to keep their profile up to date 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}} morning resources you can have access to more resources related to this app on the following links