CRM and Sales tools
Morning by Maxmel Tech
21 min
morning (green invoice) is an online invoicing and business management platform offering digital invoicing, payment collection, expense tracking, and bank integration integrating with make com enables automated workflows for financial documents, payments, and business operations, improving efficiency for users 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 https //www greeninvoice co il/help center/ 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 and an api key, https //www greeninvoice co il 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/morning/ click the install button 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 your api key and secret navigate to the personal area menu select developer tools go to api keys click on the option to create a new api key enter a name to describe the api key read and accept 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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, storing their details for future use and management create a document creates a new document in the selected service, allowing you to generate and store content directly within your chosen platform create an expense adds a new expense record using the details you provide, helping you keep track of your spending 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 within the service delete an item permanently removes a selected item from your account within the service get a client fetches detailed information about a specific client from the database, allowing you to view their stored data and profile get a document fetches a specific document from your chosen service by using the criteria you provide, making it easy to find exactly what you need get an expense fetches detailed information about a specific expense from the service get an item fetches a particular item from the connected 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 client information list documents fetches and lists all available documents from your account, allowing you to view and access each one list expenses fetches a complete list of all your recorded expenses, allowing you to view and manage every expense entry in your account list items retrieves a complete list of all items available in your account make an api call allows you to make a custom api request to the service using your own parameters and authorization, giving you flexibility to access features or endpoints 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 changes to the information previously entered 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 updated on all client changes watch expenses triggers whenever a new expense entry is created, allowing you to automatically take action each time a new expense is recorded watch new items triggers whenever a new item is created or added to your selected service, allowing you to automatically start workflows based on new entries 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}} morning resources you can have access to more resources related to this app on the following links https //community make com/search?q=morning https //www greeninvoice co il https //www greeninvoice co il/help center/ https //www greeninvoice co il/api docs/ https //www make com/en/integrations/morning