Business Operations and ERPs
H-Web by Callbox
16 min
wizcloud is a cloud based accounting and erp platform for israeli businesses, offering modular financial management, real time dashboards, digital invoicing, and robust api integration, making it valuable for automating business workflows and data synchronization within make com this is ai generated content based on official h web documentation the content may still contain errors—please verify important information if you have questions, contact https //home wizcloud co il/ directly how to get support on h web h web 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=h web\&app slug=h web community\&app unique id=hweb d6plxn requirements to use the h web app in make, you must have an active wizcloud account, https //home wizcloud co il/ 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/h web community/ click the install button follow the on screen instructions to complete the setup connect h web and {{product name}} to get started, you must first create a connection between h web and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your api key from the wizcloud platform login to your wizcloud account using your credentials navigate to the section where api access or integrations are managed locate the area for api key management or generation generate a new api key if one does not already exist copy and securely store the generated api key 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=h web\&app slug=h web community\&app unique id=hweb d6plxn create the connection in {{product name}} https //www make com/en/register , add the h web 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 h web 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 h web modules after connecting to the h web app, you can choose from a list of available modules to build your {{scenario plural lowercase}} check a batch checks the batch for any errors and lets you know if any issues are found create a document generates a new document based on your specified settings and content create a receipt generates a detailed receipt for your transaction create a temp batch this module allows you to import journal transactions into a temporary batch, whether you're creating a new batch or adding to an existing one create an invoice receipt generates a detailed invoice receipt for your transactions delete a document permanently removes a specific document from your collection get a document retrieves a specific document, allowing you to access its details and content import indexes generates a new document based on your specified settings and content issue a document creates and sends out a document, making it officially available to recipients make an api call allows you to make a custom api request to the service, using your authorized account this lets you interact with any endpoint or feature that may not have a dedicated module yet open a new batch creates a new batch, allowing you to group and manage multiple items together for easier processing push batch to permanent storage this module reviews the temporary batch and then saves it into the permanent storage, making sure your data is securely stored for long term use set a trigger configures the email or web address that will automatically receive notifications whenever there are changes made to a table 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}} h web resources you can have access to more resources related to this app on the following links https //home wizcloud co il/ https //docs wizcloud co il/docs/intro https //app swaggerhub com/apis docs/wizcloudapi/wizcloud/1 0 0 https //www make com/en/integrations/h web community