iDoklad

idoklad is an online invoicing tool for small businesses and freelancers in the czech republic integrating idoklad with make com lets users automate invoice creation, client management, and payment tracking directly from their idoklad accounts this is ai generated content based on official idoklad documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www idoklad cz/o nas/kontaktujte nas directly requirements to use the idoklad app in make, you must have an active idoklad account and an api key, https //www idoklad cz/ for subscription, refer to the https //www idoklad cz/ connect idoklad and {{product name}} to get started, you must first create a connection between idoklad and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your idoklad account create the connection in make obtain your oauth2 credentials in your idoklad account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your idoklad account to obtain your oauth2 credentials navigate to settings click aplikace click the api tab click the generate button to create new credentials if prompted, enter the callback uri https //www integromat com/oauth/cb/idoklad copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www idoklad cz/podpora/nastaveni aplikace idoklad create the connection in {{product name}} https //www make com/en/register , add the idoklad 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 idoklad account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page idoklad modules after connecting to the idoklad app, you can choose from a list of available modules to build your {{scenario plural lowercase}} doručit fakturu e mailem sends an issued or proforma invoice to the customer načíst fakturu retrieves detailed information about a specific document, such as an issued invoice, received invoice, or advance invoice načíst faktury retrieves a list of documents, including received invoices, issued invoices, or advance invoices načíst kontakt returns detailed information about a specific contact načíst položku ceníku retrieves a specific price list item based on its id načíst seznam kontaktů returns a list of contacts that are stored in your idoklad account načíst seznam položek ceníku retrieves a list of items from the price list načíst úhradu returns detailed information about a payment, suitable for displaying payment details načíst úhrady retrieves a list of payments, with optional filters available odstranit fakturu deletes a document, such as an issued invoice, received invoice, or advance invoice odstranit kontakt deletes a specified contact from your account odstranit položku ze seznamu ceníku remove an item from the price list odstranit úhradu removes a selected payment from the list of payments označit fakturu jako uhrazenou provides full payment for an issued, received, or advance invoice provést oduhrazení faktury provides full settlement of an invoice (issued, received, or advance invoice) sledovat faktury triggers when a new document is added, such as a received invoice, issued invoice, or advance invoice sledovat položky ceníku triggers when a new price list item is added to the list sledovat úhrady triggers when a new payment is entered into the system upravit fakturu edits a document, such as an issued invoice, received invoice, or advance invoice upravit kontakt updates the details of a selected contact upravit položku ceníku updates an existing item in the price list vložit položku ceníku do seznamu adds a new item to the price list vložit úhradu adds a new payment to the list of payments, including the id of the document being paid vyhledat kontakty searches for contacts that match the specified filters vykonat api požadavek executes any authorized api request of your choice vytvořit fakturu inserts a new document (such as an issued invoice, received invoice, or advance invoice) into the list vytvořit kontakt creates a new contact in your selected application vyúčtovat zálohovou fakturu generates a settlement invoice for an advance payment invoice, provided that the original invoice has been paid zaktualizovat fakturační adresu updates the billing address of the customer on an issued invoice without altering any other invoice details získat pdf retrieves a pdf print report of the specified document 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}} idoklad resources you can have access to more resources related to this app on the following links https //www idoklad cz/ https //app idoklad cz/developer/help https //www make com/en/integrations/idoklad