Monite by Maxmel Tech

monite is a fintech saas platform offering ai powered invoicing, bill pay, and expense management via customizable apis integrating with make com enables users to automate and streamline financial workflows, enhancing efficiency for fintechs, banks, and smbs 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 https //docs monite com/v 2024 05 25/intro/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 a developer account on the monite partner portal and generate a client id and client secret, https //monite com 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/monite community/ 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 platform using your credentials navigate to the partner portal generate a pair of client id and client secret values store the client id and client secret securely as the client secret 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 accepts a quote for a particular service or request, allowing you to confirm and proceed with the offered terms 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 an approval request for a specific process, stopping any further actions or decisions related to that request cancel an invoice this module allows you to cancel an existing invoice in the service, effectively marking it as void and preventing any further processing or payment create a bank account creates a brand new bank account linked to a particular counterpart, making it easy 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 business partners or contacts directly within your account create a counterpart address creates a new counterpart address within the system you choose, allowing you to store and manage address details for your business partners or clients create a counterpart contact creates a new counterpart contact, allowing you to store detailed information about a business partner or client 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 within the selected system, allowing you to initiate and manage purchase requests directly from your workflow create a receipt adds a new receipt to your account, allowing you to record and manage purchase details within the system create a transaction adds a new transaction to the system, recording all relevant details for tracking and management create an approval request initiates a new approval request in the system, allowing you to start a process where designated users can review and approve specific items or actions create an export job starts a new export job that lets you download data from the system decline a quote this module allows you to reject or decline a quote within the selected system, ensuring that the quote is marked as not accepted or no longer under consideration 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 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 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 request that has been submitted for approval get counterparts fetches a complete list of all counterparts, allowing you to view every counterpart record available 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 within the service, allowing you to view and manage every receipt available 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, allowing you to view all relevant data associated with that specific entity get a counterpart's address fetches and provides the address details of a specific counterpart, helping you easily access their location information get a counterpart's addresses fetches and lists all addresses associated with a particular counterpart, allowing you to view every address linked to that specific contact get a counterpart's bank account fetches and displays detailed bank account information for a specified counterpart, helping you access their banking details easily get a counterpart's bank accounts fetches a complete list of all bank accounts associated with a specific counterpart, allowing you to view detailed information for each account get a counterpart's contact fetches detailed contact information for a specific counterpart, such as their name, email address, phone number, and other relevant contact details get a counterpart's contacts fetches and lists all contacts associated with a specific counterpart get a payment link fetches a payment link from the service, allowing you to easily share it with others so they can make a payment 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 and records get a transaction fetches detailed information about a particular transaction using its unique id get an approval request fetches detailed information about a specific approval request from the service, allowing you to review its current status and related details get an export job fetches detailed information about a specific export job using its unique 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 access specific endpoints or features that may not be available through the standard modules 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 this module updates the specified invoice’s status to “uncollectible,” indicating that the invoice cannot be collected or paid reject an approval request declines a pending approval request in the system, ensuring that the specific request is not granted or processed further 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 available funds 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 for a chosen user update a counterpart contact updates the contact details for a selected counterpart, allowing you to modify information such as their name, email address, phone number, or other relevant fields update a purchase order updates an existing purchase order with the information you provide, allowing you to modify details such as items, quantities, or other order specifics update a receipt updates an existing receipt in the system by adding or modifying its details, ensuring all information is current and accurate update a transaction updates an existing transaction in your financial records by applying the new details you provide, ensuring your records stay accurate and up to date watch events the "watch events" module actively monitors your selected app for new or updated events and automatically triggers actions in your scenario whenever these events occur this helps you stay up to date and respond instantly to changes or activities within your app 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}} monite resources you can have access to more resources related to this app on the following links https //community make com/search?q=monite https //monite com https //docs monite com/api/concepts/overview https //www make com/en/integrations/monite community