Monite by Maxmel Tech

monite provides embedded finance tools for invoicing, payables automation, and expense management, featuring ai enhancements and compliance support integrating with make com enables users to automate financial workflows and connect monite’s capabilities with other platforms for streamlined operations 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 an access token, create your account on monite 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 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 oauth2 0 oauth2 0 instructions you need to generate your token login to your account on the platform using your credentials navigate to the partner portal generate a pair of credentials client id and client secret store the client secret securely as it will not be visible again after 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 page 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, confirming that you agree to the proposed terms and are ready to move forward approve an approval request approves a pending approval request in the system, allowing the associated action or process to move forward cancel an approval request cancels a specific approval request within a selected process, stopping any further action or review on that request cancel an invoice cancels a selected invoice in the service, ensuring it is no longer active or payable create a bank account creates a new bank account linked to a particular counterpart, allowing you to manage financial transactions for that specific contact create a counterpart creates a new counterpart record in the service, allowing you to add and manage a new business partner or client within your account create a counterpart address adds a new counterpart address to the system you choose, allowing you to store and manage address details for your business partners create a counterpart contact creates a new counterpart contact, allowing you to add detailed contact information for a counterpart in your system create a payment link generates a unique payment link that you can share with customers, allowing them to securely complete their transactions online create a purchase order creates a new purchase order in the selected system, allowing you to initiate and manage orders for goods or services directly from your workflow create a receipt adds a new receipt record to your system, capturing all the relevant details of a transaction create a transaction adds a new transaction to your account, recording the details in the system for tracking and management create an approval request creates a new approval request in the system, allowing you to initiate and track items that need someone’s review or sign off create an export job starts a new export job that allows you to extract and download data from the system decline a quote this module allows you to reject or decline a quote within the selected system, ensuring that unwanted or unsuitable quotes are marked as declined delete a counterpart permanently removes a selected counterpart entity from your system, ensuring it is no longer available or accessible 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, ensuring that the selected address is no longer stored or accessible delete a counterpart's bank account permanently removes a specific bank account linked to a counterpart from your records delete a purchase order permanently removes a selected purchase order from your system, ensuring it is no longer available or accessible delete a receipt permanently removes a specific receipt from the service, ensuring it is no longer accessible or stored in your account 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 every request that has been submitted for approval get counterparts fetches a complete list of all counterparts, giving you access to detailed information about each one 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 and lists all financing invoices available in your account, allowing you to view detailed information about each one get purchase orders retrieves a complete list of all your purchase orders, allowing you to view and manage every order in your system get receipts fetches a complete list of all receipts stored in the service, allowing you to view and manage every receipt available get transactions fetches a complete list of all transactions, allowing you to view every transaction recorded in your account get a counterpart fetches detailed information about a particular counterpart, giving you access to their specific data and attributes get a counterpart's address fetches and provides the address details of a specific counterpart get a counterpart's addresses fetches and lists all saved addresses associated with a selected counterpart get a counterpart's bank account fetches detailed bank account information for a specified counterpart, helping you access key financial details associated with that contact get a counterpart's bank accounts fetches a detailed list of all bank accounts associated with a specific counterpart, allowing you to view and manage their banking information easily 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 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 easily share it with customers so they can complete their payments online 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 relevant information about that transaction 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 all 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 api request to the service using your authorized account, giving you flexibility to access features or endpoints not covered by the standard modules mark an invoice as paid updates the status of a selected invoice to indicate that it has been paid in the system mark an invoice as uncollectible this module updates the status of a selected invoice to "uncollectible," indicating that the invoice is unlikely to be paid and should no longer be considered as collectible revenue reject an approval request this module allows you to decline or reject a specific approval request within the system, ensuring that the request does not proceed further in the approval process request financing for invoices submits a request to obtain financing for a group of selected invoices, helping you manage cash flow by turning outstanding invoices into working capital 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 specific counterpart in your system, ensuring their contact details are current update a counterpart bank account updates the details of a specific counterpart bank account linked to a chosen user update a counterpart contact updates the contact details—such as name, email, or phone number—of an existing counterpart in your system update a purchase order updates an existing purchase order by modifying its details according to the information you provide 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 selected app for new events as they happen, and instantly triggers your scenario whenever a new event is detected this helps you stay up to date and automate actions based on real time changes in your app 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 api documentation monite page on make