Business Operations and ERPs
H-Web by Callbox
16 min
wizcloud is a cloud based erp platform offering modular business management tools like sales, inventory, finance, and crm integrating with make com enables automated workflows, real time data sync, and streamlined business operations across multiple systems 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 h web 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 and obtain your api token database code and server name, create your account on h web 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 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 identifying wizcloud details login to your wizcloud platform using your credentials locate your wizcloudapiserver value locate your wizcloudapiprivatekey (token) value locate your wizcloudapidbname value 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}} log in in your make account , 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 connect an application 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 details create a receipt generates a detailed receipt for your transaction create a temp batch this module allows you to import journal transactions directly 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 selected document from your account or storage location get a document retrieves a specific document from your account, 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 new document, making it available to the intended recipients make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with endpoints and features not covered by the standard modules open a new batch creates and starts a new batch, allowing you to group multiple items or tasks together for processing push batch to permanent storage this module reviews the temporary batch and then saves it into the permanent storage, ensuring your data is securely stored for future use set a trigger configures the email or url that will automatically receive notifications whenever there are changes made to a table templates you can look for more templates in make's template gallery , 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 h web website h web documentation h web api documentation h web page on make