Oblio.eu Facturare by #makeitfuture.

oblio is an online invoicing and billing platform for creating, managing, and sending invoices integrating with make com streamlines financial workflows by automating invoice generation, tracking, and notifications, saving time and reducing manual data entry for businesses this is ai generated content based on official oblio eu facturare documentation the content may still contain errors—please verify important information if you have questions, contact https //www oblio eu/ directly how to get support on oblio eu facturare oblio eu facturare 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=oblio eu%20facturare\&app slug=oblio eu facturare\&app unique id=oblio 891567 u37pry requirements to use the oblio eu facturare app in make, you must have an active oblio account and obtain a client secret from your account settings, https //www oblio eu/ 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/oblio eu facturare/ click the install button follow the on screen instructions to complete the setup connect oblio eu facturare and {{product name}} to get started, you must first create a connection between oblio eu facturare and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0,bearer token oauth 2 0 instructions you need to generate your token login to your platform using your credentials go to the section named settings locate the area labeled account data find your client id, which is the email address used to log in find your client secret, which is a token available in the account data section bearer token instructions you need to generate your access token using your account email and client secret login to your oblio account using your credentials navigate to the settings section go to the account data area locate your account email, which will be used as the client id find the client secret token in the same section this token regenerates whenever you reset your password you now have the required credentials client id (your account email) and client secret (the token from account data) 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=oblio eu%20facturare\&app slug=oblio eu facturare\&app unique id=oblio 891567 u37pry create the connection in {{product name}} https //www make com/en/register , add the oblio eu facturare 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 oblio eu facturare 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 oblio eu facturare modules after connecting to the oblio eu facturare app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create invoice creates a new invoice in oblio by adding all the necessary details you provide, making it easy to generate and manage your invoices directly from the platform create proforma creates a draft invoice, allowing you to generate an invoice that can be reviewed and edited before it’s finalized or sent to your customer create webhook notifies your application whenever a specific event or action takes place in oblio, keeping you updated in real time delete invoice remove invoice this module allows you to permanently delete a specific invoice from your records use it to clean up outdated or incorrect invoices from your system download pdf draft (proforma) download pdf draft (proforma) this module allows you to generate and download a draft version of a proforma invoice in pdf format it’s perfect for previewing or sharing a preliminary invoice before finalizing it download pdf invoice download pdf invoice this module lets you retrieve and download a pdf version of an invoice, making it easy to save or share your billing documents get clients retrieve a list of clients from your connected account get companies retrieve a complete list of all companies linked to your oblio account, allowing you to view and manage every associated business in one place get invoice retrieve a specific invoice from your account, allowing you to view all its details and related information get languages retrieves a list of languages available for a specific company, helping you see which languages are supported for that company's services or communications get products retrieves a detailed list of products, including their key information, from your account get series retrieves a list of series from your account, allowing you to view and manage the different series you have created get vat rate list retrieves a detailed list of all vat rates associated with a selected company, helping you view and manage the applicable tax rates for your business list invoices retrieve a complete list of all invoices that have been issued in your oblio account list proforma retrieve a list of all proforma invoices that have been issued in your oblio account make an api call perform a custom api request to interact directly with the selected service, allowing you to access specific endpoints and data not covered by the standard modules management nomenclature retrieves a detailed list of management nomenclatures for your company please note, this module is available only when the stocks feature is enabled receipt invoice the receipt invoice module allows you to generate and manage invoices specifically for receipts, helping you keep track of your transactions and payments more efficiently 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}} oblio eu facturare resources you can have access to more resources related to this app on the following links https //www oblio eu/ https //www oblio eu/intrebari frecvente#questions category facturare https //www oblio eu/api https //www make com/en/integrations/oblio eu facturare