KashFlow

kashflow is a cloud based accounting software for uk businesses, offering invoicing, expense tracking, payroll, and vat management integrating kashflow with make com lets users automate invoice creation, sync contacts, and streamline expense reporting between kashflow and other business tools this is ai generated content based on official kashflow documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www kashflow\ com/contact/ directly requirements to use the kashflow app in make, you must have an active kashflow account with the api enabled, https //www kashflow\ com/ for subscription, refer to the https //www kashflow\ com/ connect kashflow and {{product name}} to get started, you must first create a connection between kashflow and {{product name}} , allowing the two services to communicate obtain your basic in your kashflow account create the connection in make obtain your basic in your kashflow account before you create the connection in {{product name}} , you should first obtain your basic in your kashflow account to obtain your basic navigate to apps click api settings at the top right select the enable api checkbox select same password as web login to use your standard username and password, or select separate api password and enter a new password for api access click the update button 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 kashflow\ com/support/kb/enabling the api/ create the connection in {{product name}} https //www make com/en/register , add the kashflow 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 kashflow account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page kashflow modules after connecting to the kashflow app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer creates a new customer record in your connected application create an invoice generates a brand new invoice record in your account delete a customer deletes a customer record from your account using the specified customer id delete an invoice deletes a specific invoice identified by its unique id get a customer fetches detailed information for a specific customer using their unique id get an invoice fetches the details of a specific invoice belonging to a particular customer list customers retrieves a complete list of all customer records from your account list invoices retrieves a detailed list of all invoices associated with a specific customer make an api call executes a custom api request to the connected service using your authorized credentials update a customer updates the details of a specific customer identified by their unique id update an invoice updates the details of a specific invoice identified by its unique id 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}} kashflow resources you can have access to more resources related to this app on the following links https //www kashflow\ com/ https //www kashflow\ com/developers/soap api/ https //www make com/en/integrations/kashflow