CRM and Sales tools
Hiveage by Maxmel Tech
44 min
hiveage is a cloud based invoicing and billing platform for small businesses, supporting payments, estimates, recurring billing, and financial tracking integrating with make com enables users to automate financial workflows and connect billing data with other business tools this is ai generated content based on official hiveage documentation the content may still contain errors—please verify important information if you have questions, contact hiveage support directly how to get support on hiveage hiveage 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=hiveage\&app slug=hiveage community\&app unique id=hiveage 2dkcqs requirements to use the hiveage app in make, you must have an active hiveage account and an api key, create your account on hiveage app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect hiveage and {{product name}} to get started, you must first create a connection between hiveage and {{product name}} , allowing the two services to communicate you can connect using the following method basic auth basic auth instructions you need to retrieve your api key from your account profile login to your platform using your credentials navigate to your global profile locate the section displaying your api key copy the api key if necessary, use the regenerate button next to the api key to generate a new one if your current key has become vulnerable 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=hiveage\&app slug=hiveage community\&app unique id=hiveage 2dkcqs create the connection in {{product name}} log in in your make account , add the hiveage 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 hiveage 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 connect an application page hiveage modules after connecting to the hiveage app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a connection establishes a new link between the selected entities, allowing them to interact or share information within your workflow create a contact adds a brand new contact to the service you choose, allowing you to easily store and manage contact details within your selected platform create a recurring invoice generates a new recurring invoice in the system, allowing you to automatically bill your customers at regular intervals create a task creates a brand new task within the specific project or system you choose, helping you organize and track your work more efficiently create a trip creates a brand new trip using the details and preferences you provide, allowing you to customize your travel plans exactly as you need create an estimate generates a detailed estimate for a proposed project or service, outlining expected costs and key information create an expense adds a new expense record to your account, allowing you to track and manage your spending directly within the system create an invoice generates a new invoice within the system, allowing you to record and manage billing details for your transactions create an invoice payment creates a new payment record for an invoice in the system, helping you track when and how an invoice has been paid create an item adds a new item to the service you choose, allowing you to quickly create and store information within that specific platform delete a connection permanently removes a selected connection from your account, ensuring it is no longer available for use in your workflows delete a contact permanently removes a selected contact from the chosen service, ensuring that the contact's information is no longer stored there delete a recurring invoice permanently removes a selected recurring invoice from your system, ensuring it will no longer be generated or processed in the future delete a task permanently removes a selected task from your account, helping you keep your task list organized and up to date delete a trip permanently removes a selected trip from your account on the service, ensuring it is no longer accessible delete an estimate permanently removes a selected estimate from your account, ensuring it is no longer available in the system delete an expense permanently removes a selected expense record from your system, ensuring it is no longer available or visible delete an invoice permanently removes a selected invoice from your account, ensuring it is no longer available in the service delete an invoice payment permanently removes a selected invoice payment from your system, ensuring that the payment record is no longer available or tracked delete an item removes a selected item from the chosen service, permanently deleting it from your account get connections fetches and lists all existing connections in your account, giving you an overview of every connection you've set up get contacts fetches a complete list of all contacts stored in your account, allowing you to view and manage your entire contact database from the service get estimate activities fetches a complete list of all activities related to your estimates, giving you detailed insights into every action taken on your estimates get estimates fetches a complete list of all estimates from your account, allowing you to view and manage every estimate in one place get expenses fetches a complete list of all recorded expenses, giving you an overview of every expense entry in your account get invoice activities fetches a detailed list of all activities related to your invoices, allowing you to track every action and update associated with them get invoice payments fetches detailed records of payments made toward invoices, allowing you to review all payment transactions associated with your invoices get invoices fetches a complete list of all invoices stored in the service, allowing you to view and manage every invoice record available get items retrieves a complete list of all items, allowing you to access every item available in your account or database get recurring invoice activities fetches a complete list of all activities related to recurring invoices, giving you detailed insights into each recurring invoice’s actions and history get recurring invoices fetches a complete list of all recurring invoices from your account, allowing you to view and manage ongoing billing cycles get tasks fetches and lists all tasks from your account, allowing you to view every task currently available get trips fetches a complete list of all trips, allowing you to view details for every trip in your account get a connection fetches a specific connection from the service, allowing you to access details or settings related to that connection get a contact fetches detailed information about a specific contact from the service, allowing you to view their profile and associated data get a recurring invoice fetches detailed information about a specific recurring invoice from the system, allowing you to view all its associated data get a task fetches detailed information about a particular task, allowing you to view all its associated data get a trip fetches detailed information about a trip according to the criteria you provide, helping you access all the relevant trip data you need get an estimate fetches detailed information about a specific estimate, allowing you to view all its associated data get an expense fetches detailed information about a specific expense from the system, allowing you to view all its associated data get an invoice fetches detailed information about a specific invoice, including its status, amount, and related details get an invoice payment fetches detailed information about a specific invoice payment, including its status, amount, and related invoice details get an item fetches a specific item from the service, allowing you to access detailed information about that particular entry make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and access features not covered by the standard modules mark a payment as realized updates the system to indicate that a specific payment has been successfully completed send an invoice creates and sends an invoice directly to the recipient you specify, making it easy to bill your customers or clients send an invoice reminder sends a reminder notification to a customer about an invoice that hasn’t been paid yet, helping them remember to complete their payment update a connection updates the existing link or relationship between two entities or services, allowing you to modify how they interact or share information update a contact updates the details of an existing contact in the selected service, allowing you to modify information such as name, email address, phone number, and other relevant fields update a recurring invoice updates an existing recurring invoice by applying new details or modifications to the services included update a task updates the details of an existing task in your task management system, allowing you to modify information such as the task’s title, description, status, or other relevant fields update a trip updates an existing trip by modifying its details or making changes to the itinerary, such as adjusting dates, destinations, or other trip information update an estimate updates an existing estimate by adding or modifying its details, allowing you to keep your estimates accurate and up to date update an expense allows you to update an existing expense by modifying its details with new or revised information update an invoice allows you to update an existing invoice by adding new information or making changes to its details, such as amounts, dates, or customer information update an invoice payment allows you to update an existing invoice payment in the system by entering the specific details you want to change update an item updates an existing item in the location or list you choose, allowing you to modify its details or information as needed watch contacts triggers whenever a contact is newly created or when details of an existing contact are updated, allowing you to automatically respond to these changes watch estimate activities triggers whenever there are updates or changes to estimates, such as when an estimate is created, modified, or deleted watch estimates triggers whenever a brand new estimate is generated in your system, allowing you to kick off automated workflows as soon as an estimate is created watch expenses triggers when a new expense entry is added, allowing you to automatically take action whenever a new expense is recorded in your account watch invoice activities triggers whenever there are new updates or actions—such as creation, modification, or payment—associated with an invoice watch invoice payments triggers whenever a payment is successfully received for an invoice, allowing you to take action as soon as an invoice is paid watch invoices this module activates whenever a new invoice is generated or when updates are made to an existing invoice, helping you stay informed about all invoice activity in your system watch items this module activates whenever a new item is created or an existing item is updated, allowing you to automatically respond to these changes watch recurring invoice activities triggers whenever there are updates or actions—such as creation, modification, or payment—related to recurring invoices watch recurring invoices triggers whenever a new recurring invoice is created or whenever an existing recurring invoice is updated, helping you stay on top of changes to your recurring billing watch tasks triggers whenever a brand new task is added, allowing you to kick off automated workflows as soon as a task is created watch trips triggers when a new trip is added to your account, allowing you to automatically start workflows whenever a new trip is logged templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} hiveage resources you can have access to more resources related to this app on the following links hiveage website hiveage documentation hiveage api documentation hiveage page on make