Monite

monite is a comprehensive api platform for automating financial operations such as invoicing, payments, expense management, and accounting integrating monite with make com enables users to automate and streamline complex finance workflows across multiple systems this is ai generated content based on official monite documentation the content may still contain errors—please verify important information if you have questions, contact monite support directly how to get support on monite monite 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=monite\&app slug=monite community\&app unique id=monite rar18w requirements to use the monite app in make, you must have an active account and authenticate all requests over https, create your account on monite app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect monite and {{product name}} to get started, you must first create a connection between monite and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0 bearer token oauth 2 0 bearer token instructions you need to generate your token log into your account on the platform navigate to the partner portal generate a pair of client id and client secret values securely store the client secret as it will not be visible again after its creation 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=monite\&app slug=monite community\&app unique id=monite rar18w create the connection in {{product name}} log in in your make account , add the monite 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 monite 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 monite modules after connecting to the monite app, you can choose from a list of available modules to build your {{scenario plural lowercase}} accept a quote approves a quote for a particular service or request, allowing you to move forward with the proposed terms and begin the next steps in the process approve an approval request this module allows you to approve a pending approval request directly within the system, helping to move your workflow forward efficiently cancel an approval request cancels a pending approval request for a specific process, stopping any further action or review on that request cancel an invoice cancels a specific invoice in the service, effectively marking it as void and preventing any further processing or payment create a bank account creates a new bank account linked to a specific counterpart, allowing you to manage financial transactions for that individual or organization create a counterpart creates a new counterpart record in the service, allowing you to add and manage a business partner or contact within your account create a counterpart address adds a new counterpart address to the system you choose, making it easier to manage contact information for your business partners or clients create a counterpart contact creates a new counterpart contact record, allowing you to store and manage details for a specific contact associated with your counterpart create a payment link generates a unique payment link that you can share with customers, allowing them to securely complete their transaction online create a purchase order creates a new purchase order within the selected system, allowing you to initiate and track purchases directly from your workflow create a receipt creates a brand new receipt in your account, allowing you to record and track a purchase or transaction within the system create a transaction adds a new transaction to your account, recording all the relevant details in the system create an approval request creates a new approval request in the system, allowing you to initiate a process where designated users can review and approve or reject specific items or actions create an export job starts a new export job that lets you extract and download data from the system decline a quote this module allows you to reject or decline a specific quote within the selected system, ensuring that unwanted or unsuitable quotes are marked as declined delete a counterpart removes a specific counterpart entity from your system, ensuring that the selected item is permanently deleted delete a counterpart contact permanently removes a specific contact associated with a counterpart from your records delete a counterpart's address removes a specific address associated with a counterpart from the system delete a counterpart's bank account permanently removes a specific bank account linked to a counterpart from the system delete a purchase order permanently removes a selected purchase order from your system, ensuring it is no longer available or visible in your records delete a receipt permanently removes a specific receipt from your account on the service delete a transaction permanently removes a selected transaction from your database, ensuring it is no longer stored or accessible expire a payment link this module allows you to deactivate a payment link, ensuring that no additional transactions can be made through it get approval requests fetches a complete list of all approval requests, allowing you to view and manage every pending or processed approval within your system get counterparts fetches a complete list of all counterparts, allowing you to view and manage every counterpart in your system get export jobs fetches a complete list of all export jobs, allowing you to view details about each export process that has been initiated get financing invoices fetches a complete list of all financing invoices, allowing you to view and manage every invoice related to your financing activities get purchase orders fetches a complete list of all purchase orders from your account, allowing you to view and manage every order in one place get receipts fetches a complete list of all receipts stored in the service, allowing you to view and manage your receipt records easily get transactions fetches and displays a complete list of all your transactions, allowing you to view detailed information for each one get a counterpart fetches detailed information about a particular counterpart, giving you access to all the key data related to that specific entity get a counterpart's address fetches and provides the address details of a specific counterpart get a counterpart's addresses fetches and displays all address details associated with a particular counterpart, allowing you to view every address linked to that contact get a counterpart's bank account fetches detailed bank account information for a specified counterpart get a counterpart's bank accounts fetches a complete list of all bank accounts associated with a specific counterpart, giving you an overview of their available accounts get a counterpart's contact fetches and displays detailed contact information for a specific counterpart, such as their name, email address, and phone number get a counterpart's contacts fetches and lists all the contacts associated with a specific counterpart, allowing you to view their complete contact details get a payment link fetches a unique payment link from the service, allowing you to request payments or share the link with customers for easy transactions get a purchase order fetches detailed information about a specific purchase order from the system get a receipt fetches and provides the detailed receipt for a specific transaction, allowing you to review all related information get a transaction fetches detailed information about a particular transaction using its unique id get an approval request fetches a specific approval request from the service, allowing you to view its details and current status get an export job fetches detailed information about a specific export job using its id or by applying certain search criteria make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with any endpoint that’s available in the api mark an invoice as paid updates the status of a selected invoice to "paid" in your system, helping you keep your financial records accurate and up to date mark an invoice as uncollectible marks the selected invoice as uncollectible, indicating that it can no longer be collected or paid reject an approval request declines a specific approval request in the system, indicating that the request will not move forward or be accepted request financing for invoices submits a request to secure financing for a group of selected invoices, helping you manage cash flow by obtaining funds based on outstanding invoice amounts update a counterpart updates an existing counterpart by adding or modifying its details with the latest information update a counterpart address updates the address information for a selected counterpart in your system, ensuring their contact details are current update a counterpart bank account allows you to update the details of a counterpart bank account associated with a specific user update a counterpart contact updates the contact details for a specific counterpart, allowing you to modify information such as their name, email address, phone number, or other relevant contact fields update a purchase order allows you to update an existing purchase order by modifying its details, such as items, quantities, or other relevant information update a receipt updates an existing receipt in the system by adding or modifying its details with the latest information you provide update a transaction updates an existing transaction in your financial records by applying the new information you provide, ensuring your records stay accurate and up to date watch events the "watch events" module actively monitors your chosen app for new events as they happen whenever a specified event occurs—such as a new item being created, updated, or deleted—the module instantly detects it and triggers your automation scenario to take action right away templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} monite resources you can have access to more resources related to this app on the following links monite topics on make community monite website monite documentation monite api documentation monite page on make