incwo
19 min
incwo is a business management platform offering tools for crm, invoicing, project management, and accounting integrating with make com enables users to automate workflows, streamline business processes, and connect incwo data with other apps for greater efficiency limited documentation we currently can't provide complete documentation for incwo because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from incwo and public sources to create detailed guides incwo modules y ou can choose from a list of available modules to build your add a bill line adds a new line item to an existing invoice or bill add a proposal line adds a new line item to an existing proposal, letting you update your proposal with additional details or products create a cash deposit creates a new cash deposit entry in your account create a contact creates a new contact using the basic information you provide create a draft invoice creates a new draft invoice for you after creating the draft, you can easily add bill lines and finalize the invoice later using the “update bill progress” module create a firm creates a new firm using the default settings and information you provide create a lead creates a new lead in your system, helping you capture and track potential customers create a product creates a new product using the basic information you provide create a proposal creates a brand new proposal for you get a contact retrieves comprehensive details about a specific contact get a firm retrieves comprehensive details about a specific firm get a invoice retrieves all the details for a specific invoice get a lead retrieves comprehensive details about a specific lead get a product retrieves comprehensive details about a specific product purchased by a customer get a proposal retrieves all the details about a specific proposal get a proposal pdf retrieves a pdf file of a specific proposal get invoice pdf retrieves a pdf copy of a specific invoice make an api call allows you to make a custom api request to the connected service using your own parameters and authorization search for contacts returns a list of contacts that match your chosen search criteria, helping you quickly find the people you need search for firms returns a list of companies that match your specified search criteria search for invoices retrieves a list of invoices for a selected time period and/or a specific customer search for leads returns a list of leads that match the specified party name search for products returns a list of products that match your chosen search criteria search for proposals returns a list of proposals that match your specified time period and keyword search criteria update a contact updates the details of an existing contact update a firm updates the details of an existing firm update a product updates the details of an existing product update bill progress updates the status or progress of a selected invoice, helping you keep track of its current stage update proposal progress updates the current progress status of a selected proposal templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created incwo resources you can have access to more resources related to this app on the following links visit incwo website https //go incwo com/access incwo help documentation n/aview incwo api documentation https //get incwo com/fr/docsvisit incwo page on make https //www make com/en/integrations/incwo help us improve this documentation have experience with incwo? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the make community https //community make com your feedback helps us create better documentation for everyone