CRM and Sales tools
Morning by Maxmel Tech
18 min
greeninvoice is an online invoicing and financial management platform for businesses in israel, offering tools for issuing invoices, receipts, and managing expenses integrating with make com automates financial workflows, saving time and reducing manual data entry for users limited documentation we currently can't provide complete documentation for morning because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from morning and public sources to create detailed guides about 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 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 morning modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client to the system by creating their profile and storing their details create a document creates a new document in the service you choose, allowing you to easily generate and store your content where you need it create an expense creates a new expense entry using the details you provide, such as amount, date, category, and description create an item adds a new item to the selected service, allowing you to easily create and store new entries or records within that platform delete a client permanently removes a selected client and all their associated information 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 get a client fetches detailed information about a specific client from the database, such as their contact details and account data get a document fetches a specific document from your chosen service by using the criteria you provide, making it easy to access exactly the file you need get an expense fetches detailed information about a specific expense from the service get an item fetches a particular item from your chosen service, allowing you to access detailed information about that specific entry list clients fetches a complete list of all clients stored in your database or connected service, making it easy to view and manage your client information list documents fetches and lists all available documents from your account, allowing you to view and manage your entire collection in one place list expenses fetches and displays a complete list of all recorded expenses, allowing you to view every expense entry in your account list items fetches and returns a complete list of all items available in your account or specified collection make an api call allows you to make a custom, authorized api request to the service, enabling you to access endpoints or features not covered by the standard modules update a client updates the details of an existing client in your database, allowing you to modify their information as needed update an expense allows you to modify an existing expense by updating its details or making necessary changes 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 updated, allowing you to keep track of all client changes in real time watch expenses this module activates whenever a new expense entry is created, allowing you to automatically respond or take action whenever a new expense is recorded watch new items triggers whenever a new item is added to your selected list, allowing you to automatically start workflows whenever something new appears 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 join discussions about morning on make community visit morning website access morning help documentation view morning api documentation visit morning page on make help us improve this documentation have experience with morning? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=morning\&app slug=morning\&app unique id=morning 9g3otg sharing your knowledge in the make community your feedback helps us create better documentation for everyone