CRM and Sales tools
Hiveage by Maxmel Tech
45 min
hiveage is an online invoicing and billing platform that helps businesses create invoices, accept payments, and manage clients integrating hiveage with make com allows users to automate invoice creation, payment tracking, and client management across their 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 https //www hiveage com 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, https //www hiveage com 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/hiveage community/ 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 api key,http basic authentication api key instructions you need to retrieve your api key from your account profile login to your hiveage account using your credentials navigate to the launchpad section go to your global profile locate your api key displayed in your profile if you believe your api key has become vulnerable, use the regenerate button next to the api key to generate a new one http basic authentication instructions you need to retrieve your api key to use as the username for authentication login to your hiveage account using your credentials navigate to launchpad go to your global profile section locate your api key if necessary, use the regenerate button next to the api key to generate a new one 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}} https //www make com/en/register , 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 account 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 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 create a contact adds a brand new contact to the service you choose, making it easy to keep your contact list up to date create a recurring invoice generates a new recurring invoice in the system, allowing you to automatically bill your customers on a regular schedule create a task adds a new task to the specific project or system you choose, helping you organize and manage 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 right from the start create an estimate generates a detailed estimate for a potential project or service, outlining expected costs and key information to help you plan and present proposals to clients create an expense adds a brand 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 selected service, allowing you to easily create and store information within that platform delete a connection removes a selected connection from your account, permanently deleting its access and settings from the system delete a contact permanently removes a selected contact from the chosen service, ensuring that the contact's information is no longer stored or accessible within that platform 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, ensuring it’s no longer available in the service delete a trip permanently removes a selected trip from your account, ensuring it is no longer available in the service 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 stored or accessible delete an invoice permanently removes a selected invoice from your account, ensuring it is no longer accessible within the service delete an invoice payment permanently removes a selected invoice payment from your system, ensuring that the payment record is no longer available delete an item removes a selected item from the service you choose, helping you keep your data organized and up to date get connections fetches and displays a complete list of all your existing connections, allowing you to view and manage every connection you've set up get contacts fetches a complete list of all contacts stored in your account from the service get estimate activities fetches a detailed list of all activities related to your estimates, helping you track every update and change made to your estimates get estimates retrieves a complete list of all your estimates, allowing you to view and manage every estimate you’ve created get expenses fetches a complete list of all your recorded expenses, allowing you to view and manage every expense entry in your account get invoice activities fetches a detailed list of all activities related to invoices, allowing you to track every action and update made to your invoices get invoice payments fetches and displays detailed information about payments made towards your invoices get invoices fetches a complete list of all invoices stored in the service, allowing you to view and manage your billing records easily get items retrieves a complete list of all items available in your account get recurring invoice activities fetches a detailed list of all actions and events related to your recurring invoices, helping you track their status and history get recurring invoices fetches a complete list of all recurring invoices from your account, allowing you to view and manage every invoice that is set to repeat automatically get tasks fetches a complete list of all your tasks, allowing you to view and manage every task currently in your system get trips fetches a complete list of all trips, allowing you to view and manage every trip stored in your account get a connection fetches a specific connection from the service, allowing you to access detailed information about that connection get a contact fetches detailed information about a specific contact from the service get a recurring invoice fetches detailed information about a specific recurring invoice from the system, allowing you to view all its associated data and settings 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, including its items, amounts, and related client details get an expense fetches detailed information about a specific expense from the system, allowing you to view all its related data get an invoice fetches the details of a specific invoice, allowing you to view all its information get an invoice payment fetches detailed information about a specific invoice payment, including payment 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 allows you to make a custom api request to the service, using your authorized account this lets you access features or endpoints that may not be available in the standard modules mark a payment as realized updates the system to indicate that a specific payment has been successfully completed and recorded 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 ensure timely payments 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 contact fields update a recurring invoice updates the details of an existing recurring invoice, allowing you to modify information such as billing terms, service descriptions, or customer details update a task updates an existing task in your task management system with the latest details, such as changes to the task’s description, status, due date, or other relevant information update a trip allows you to update 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 allowing you to modify its details with the latest information update an expense updates an existing expense by modifying its details with the new information you provide update an invoice allows you to update an existing invoice by adding new information or making changes to its details, such as adjusting amounts, dates, or customer information update an invoice payment this module allows you to update an existing invoice payment in the system by entering the specific details you want to change update an item updates the details of an existing item in the chosen location or list, allowing you to modify its information as needed watch contacts this module activates whenever a contact is either newly created or has their information updated, allowing you to automatically respond to changes in your contact list 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, allowing you to kick off automated workflows as soon as an estimate is created watch expenses this module activates whenever a new expense is added, allowing you to automatically respond or take action each time a new expense entry is recorded watch invoice activities triggers whenever a new event or update occurs for an invoice, such as when an invoice is created, modified, or receives a payment watch invoice payments triggers whenever a payment is successfully received for an invoice, allowing you to take action each time an invoice is paid watch invoices this module activates whenever a new invoice is generated or when updates are made to an existing invoice, allowing you to stay informed about any changes or additions to your invoices watch items triggers whenever a new item is created or an existing item is updated, allowing you to automatically take action whenever changes occur watch recurring invoice activities triggers whenever there are updates or actions—such as creation, modification, or payment—related to your recurring invoices watch recurring invoices triggers whenever a recurring invoice is either newly created or updated, allowing you to automatically take action whenever changes occur to your recurring billing documents watch tasks triggers whenever a brand new task is added to your selected project or workspace, allowing you to automatically kick off workflows as soon as a task is created watch trips triggers when a new trip is logged in your account, allowing you to automatically take action whenever a new journey is added 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}} hiveage resources you can have access to more resources related to this app on the following links https //www hiveage com https //support hiveage com/ https //www hiveage com/api/ https //www make com/en/integrations/hiveage community