CRM and Sales tools
Morning
20 min
morning (green invoice) is a hebrew cloud platform for israeli small businesses and freelancers, offering digital invoicing, business management, and payment tools integrating with make com enables automated workflows for invoicing, payments, and customer management across various business systems this is ai generated content based on official morning documentation the content may still contain errors—please verify important information if you have questions, contact morning support directly how to get support on morning morning 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=morning\&app slug=morning\&app unique id=morning 9g3otg requirements to use the morning app in make, you must have a best or higher subscription, programming knowledge, familiarity with apis and authorization, and an api key, create your account on morning 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 morning and {{product name}} to get started, you must first create a connection between morning and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key and secret to connect external systems make sure your account has a best subscription or higher navigate to the personal area menu go to developer tools select api keys click on the button to create a new api key enter a name to describe the api key read and approve the terms and conditions click save retrieve the generated api key and 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=morning\&app slug=morning\&app unique id=morning 9g3otg create the connection in {{product name}} log in in your make account , add the morning 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 morning 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 morning modules after connecting to the morning app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client to your system, allowing you to store and manage their information for future interactions create a document creates a new document in the service you choose, allowing you to easily generate and store content where you need it create an expense creates a new expense record using the details you provide, allowing you to easily track and manage your spending create an item adds a new item to the selected service, allowing you to quickly create and store information or records where you need them delete a client permanently removes a selected client and all their associated data from the system delete an expense permanently removes a selected expense from your account in the service delete an item permanently removes a selected item from your account on the service, ensuring it is no longer accessible get a client fetches detailed information about a specific client from your database, allowing you to view their stored data and profile get a document fetches a specific document from your chosen service by using the search criteria you provide get an expense fetches detailed information about a specific expense from the service get an item fetches a particular item from the service, allowing you to access detailed information about that specific record list clients fetches a complete list of clients from your connected database or service, allowing you to view and manage all client records in one place list documents fetches and lists all available documents from your account, allowing you to view and manage them in one place list expenses fetches a complete list of all recorded expenses, allowing you to view and manage every expense entry in your account list items fetches and returns a complete list of all items available, allowing you to view every entry in your collection make an api call allows you to make any authorized api request to the service, giving you flexibility to access or manage data beyond the standard modules update a client updates the details of an existing client in your database, allowing you to modify information such as their name, contact details, or other relevant data update an expense updates an existing expense by allowing you to modify its details or add new information update an item updates an existing item in the selected system by replacing its current details with the new information you provide watch clients this module activates whenever a new client is added or when details of an existing client are modified, helping you stay up to date with all client changes watch expenses this module activates whenever a new expense entry is created, allowing you to automatically respond or take action each time a new expense is recorded watch new items triggers whenever a new item is created or added to your selected app or service, allowing you to automatically start workflows in response to new entries templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} morning resources you can have access to more resources related to this app on the following links morning topics on make community morning website morning documentation morning api documentation morning page on make