Jortt by Debesis

jortt is a dutch online accounting platform that automates bookkeeping, tax returns, and invoicing for entrepreneurs integrating jortt with make com enables seamless business process automation, real time financial data syncing, and streamlined workflows for dutch smbs 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 jortt support 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, register your application to obtain client credentials, and use oauth 2 0 for authentication, create your account on jortt 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 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 the necessary credentials login to your platform using your credentials navigate to the section where you can register a new application as a client in the authorization server provide the required information for your application registration, including 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 and obtain your credentials login to your jortt account using your credentials navigate to the section where you can register a new application as a client in the authorization server register your application, providing the necessary details such as application name and specifying the required scopes for the data you wish to access after successful registration, note the 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}} log in in your make account , 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 connect an application 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 communication create an invoice creates a new invoice in jortt with the details you provide, making it easy to manage your billing directly from your workflow make an api call allows you to make a custom api request to the service, using your authorized connection this lets you interact with any endpoint and perform actions not covered by the standard modules search customers retrieves and displays results that meet the specific conditions you set search invoices retrieves and displays results that meet the specific conditions you set send a direct debit authorization to customer sends a direct debit authorization request to a chosen customer in jortt, allowing them to approve automatic payments watch customers this module activates whenever a new customer is added to your jortt account, allowing you to automatically start workflows as soon as a customer is created 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 make's template gallery , 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 jortt website jortt documentation jortt api documentation jortt page on make