Jortt by Debesis

jortt is a dutch cloud based bookkeeping platform for entrepreneurs and small businesses, offering automated accounting, vat filing, and real time financial insights integrating jortt with make com enables users to automate financial workflows and synchronize bookkeeping with other business tools this is ai generated content based on official jortt documentation the content may still contain errors—please verify important information if you have questions, contact https //www jortt nl/ directly how to get support on jortt jortt 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=jortt\&app slug=jortt community\&app unique id=jortt xd9ds4 requirements to use the jortt app in make, you must have an active jortt account and register your application to obtain oauth credentials, https //www jortt nl/ 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/jortt community/ click the install button follow the on screen instructions to complete the setup connect jortt and {{product name}} to get started, you must first create a connection between jortt and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0 authorization code,oauth 2 0 client credentials oauth 2 0 authorization code instructions you need to register your application and obtain your credentials login to your jortt account navigate to the section for registering a new application as a client in the authorization server register your application by providing the application name, redirect url, and required scopes after successful registration, note the generated client id and client secret oauth 2 0 client credentials instructions you need to register your application to obtain the necessary credentials login to your jortt account using your credentials navigate to the section where you can register applications as a client in the authorization server register a new application for your own administration specify the required scopes for the permissions your application needs after successful registration, locate and note your generated client id and client secret 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=jortt\&app slug=jortt community\&app unique id=jortt xd9ds4 create the connection in {{product name}} https //www make com/en/register , add the jortt 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 jortt 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 jortt modules after connecting to the jortt app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your jortt account, allowing you to store and manage their details for future invoicing and transactions create an invoice generates a new invoice in jortt, allowing you to easily bill your customers directly from your workflow make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access features or endpoints that may not be available in the standard modules search customers retrieves items that meet the specific conditions you set, allowing you to find exactly what you’re looking for search invoices retrieves and displays items that meet the specific conditions you set send a direct debit authorization to customer sends a direct debit authorization request to a selected customer in jortt, allowing them to approve automatic payments from their account watch customers this module activates whenever a new customer profile is added to jortt, allowing you to automatically start workflows whenever a customer is created in your jortt account watch invoices this module activates whenever a new invoice is generated in jortt, allowing you to kick off automated workflows as soon as an invoice is created 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}} jortt resources you can have access to more resources related to this app on the following links https //www jortt nl/ https //www jortt nl/support bar/uitleg/van start/ https //developer jortt nl/#introduction https //www make com/en/integrations/jortt community