Tipalti by Maxmel Tech

tipalti is a global payables automation platform that streamlines supplier payments, compliance, and financial operations integrating tipalti with make com enables automated financial workflows, reducing manual tasks and improving payment accuracy for businesses this is ai generated content based on official tipalti documentation the content may still contain errors—please verify important information if you have questions, contact https //tipalti com directly how to get support on tipalti tipalti 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=tipalti\&app slug=tipalti community\&app unique id=tipalti 5xwhyv requirements to use the tipalti app in make, you must have an active tipalti account and an api key, https //tipalti 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/tipalti community/ click the install button follow the on screen instructions to complete the setup connect tipalti and {{product name}} to get started, you must first create a connection between tipalti and {{product name}} , allowing the two services to communicate you can connect using the following method hmac with api key hmac with api key instructions you need to retrieve your api key and encryption key for hmac authentication login to your tipalti platform using your credentials navigate to the administration section select the api management or api keys area locate your api key, which is required for authentication locate or generate your encryption key, which is used for hmac signature generation 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=tipalti\&app slug=tipalti community\&app unique id=tipalti 5xwhyv create the connection in {{product name}} account https //www make com/en/register , add the tipalti 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 tipalti 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 tipalti modules after connecting to the tipalti app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a payee adds a new payee to your account, allowing you to store and manage their payment details for future transactions create a payment batch creates a new payment batch in the system, allowing you to group multiple payments together for easier processing and management create an invitation to a payee sends an invitation to a payee, allowing them to participate in a particular process or complete a specific transaction create an invoice batch generates a new group of invoices that are ready to be processed together get gl accounts fetches a list of general ledger (gl) accounts from the selected service, allowing you to view and use detailed account information in your workflows get invoice lines fetches and displays the individual line items from a specific invoice, giving you detailed information about each product or service listed on that invoice get invoices fetches detailed invoice records from the connected database or service, allowing you to access and review invoice information easily get payees fetches a list of payees from your account, allowing you to view all individuals or organizations you can make payments to through the service get payer entities fetches detailed information about payer entities, allowing you to access and review data related to individuals or organizations responsible for payments get payment batch instructions fetches detailed payment batch instructions from the service, allowing you to access specific information about each payment batch get payments fetches payment records from a selected service, allowing you to access detailed information about each transaction get tax codes fetches a list of tax codes from the service, allowing you to view and use the specific tax codes available in your account get a gl account fetches detailed information about a specific general ledger (gl) account, such as its name, type, and other related attributes get a payee fetches detailed information about a specific payee from the system, allowing you to view their profile and related data get a payer entity fetches detailed information about a payer from the specified service get a payment fetches detailed information about a specific payment, including its status, amount, and related transaction details get a payment batch upload summary fetches a detailed summary of a payment batch upload, giving you an overview of the uploaded payment batch and its key information get a tax code fetches detailed information about a specific tax code from the service get an invitation to payee fetches detailed information about an invitation that was previously sent to a payee, allowing you to review the status and content of the invitation get an invoice fetches a specific invoice from the service using the provided invoice id, allowing you to access all the details of that particular invoice get an invoice batch upload summary fetches a detailed summary of an uploaded batch of invoices, giving you an overview of the entire batch’s status and key information get an invoice line fetches detailed information about a specific line item from a chosen invoice make an api call allows you to make a custom api request to the service, using your authorized account this lets you access endpoints and features not covered by the standard modules update a payee updates the information of an existing payee in the system, such as their name, contact details, or payment information update a payee payment method updates the payment method associated with a specific payee, allowing you to change how they receive their payments watch events the "watch events" module actively monitors your selected app for new events as they occur whenever a new event takes place, this module instantly detects it and triggers your scenario, allowing you to automate actions based on real time updates 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}} tipalti resources you can have access to more resources related to this app on the following links https //tipalti com https //startintegrate com/apps/finance trading/tipalti 5xwhyv https //www make com/en/hq/app invitation/81bdda664256c8e1cf45d8e9e99341f3 https //www make com/en/integrations/tipalti community