Payhawk

payhawk is an ai powered spend management platform offering unified control over corporate cards, expenses, payments, and finance workflows integrating with make com enables automated financial processes, real time visibility, and seamless data sync with other business tools this is ai generated content based on official payhawk documentation the content may still contain errors—please verify important information if you have questions, contact payhawk support directly how to get support on payhawk payhawk 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=payhawk\&app slug=payhawk community\&app unique id=payhawk jf3lc6 requirements to use the payhawk app in make, you must have an active payhawk account and an api key, create your account on payhawk 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 payhawk and {{product name}} to get started, you must first create a connection between payhawk and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate your api key login to your payhawk platform using your credentials go to the settings section navigate to integrations go to available integrations locate the api connection and click on connect obtain your api key from the api keys section 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=payhawk\&app slug=payhawk community\&app unique id=payhawk jf3lc6 create the connection in {{product name}} log in in your make account , add the payhawk 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 payhawk 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 payhawk modules after connecting to the payhawk app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add member to an account team adds a specific user as a member to an account team, helping you manage team access and collaboration within your account create a custom field adds a new custom field to the selected service, allowing you to tailor the service’s data structure to better fit your specific needs create a purchase order creates a new purchase order in the selected system, allowing you to initiate and manage purchasing transactions directly from your workflow create a supplier adds a new supplier to your account, allowing you to manage and track supplier information within the system create an account team creates a new team for a particular account, allowing you to assign and manage team members associated with that account delete a custom field removes a custom field from the selected resource, helping you keep your data organized by eliminating fields you no longer need delete a purchase order permanently removes a specific purchase order from your system, ensuring it is no longer available or visible in your records delete an account team permanently removes a specific account team from your system delete an account team member removes a specific member from an account team, ensuring they no longer have access or team privileges within that account delete an account user permanently deletes a user from your account, removing all their access and associated data this action cannot be undone get account team members fetches a list of team members associated with your account, allowing you to see who is part of your account’s team get account teams fetches and displays the list of account teams associated with a specific account, giving you detailed information about each team linked to that account get account users fetches a list of all users associated with your account, allowing you to view details about each user get accounts fetches a complete list of all accounts available in the service, allowing you to view and manage each one get cards fetches and returns a complete list of all cards from your account, allowing you to view every card currently available get custom fields fetches a complete list of all custom fields available in the service, allowing you to view and use these fields in your workflows get expenses fetches a complete list of all expenses recorded in your account, allowing you to view and manage every expense entry from the service get fund account deposits fetches detailed information about deposits made into fund accounts, allowing you to view and manage all incoming funds associated with those accounts get fund accounts fetches a complete list of all fund accounts, allowing you to view and manage every fund account in your system get purchase orders fetches and lists all purchase orders from your account, giving you a complete overview of every order that has been placed get suppliers fetches a complete list of all suppliers from your account, allowing you to view and manage supplier information easily get a card fetches detailed information about a specific card from the selected service get a custom field fetches detailed information about a specific custom field from the service, allowing you to access its properties and settings get a fund account fetches detailed information about a specific fund account get a fund account bank statement fetches a detailed bank statement for a specific fund account, allowing you to review all recent transactions and balances associated with that account get a fund account deposit fetches detailed information about a specific fund account deposit, allowing you to view all relevant details related to that transaction get a purchase order fetches detailed information about a specific purchase order from the system, allowing you to view all its associated data get a supplier fetches detailed information about a specific supplier from the service, allowing you to view all relevant supplier details get an account fetches and displays detailed information about a specific account, such as its profile data and settings get an account team fetches detailed information about a specific account team from the service, allowing you to view team members and their roles get an account team member fetches detailed information about a particular member of an account team, such as their role and contact details get an expense fetches detailed information about a specific expense using its unique id invite a user to an account sends an invitation to a user to join an account and automatically assigns them the role you specify issue a card creates and assigns a new card within the system, allowing you to track tasks or items efficiently make an api call executes a custom api request to the service using your authorized account, allowing you to interact with any supported endpoint update card status changes the current status of a specific card in the system, allowing you to track its progress or move it through different workflow stages update a card updates an existing card by modifying its details with the new information you provide update a custom field updates the value of a selected custom field for a specific entity, allowing you to keep your records accurate and up to date with the latest information update a purchase order updates an existing purchase order by modifying its details, such as items, quantities, or delivery information update a supplier allows you to update and modify the details of an existing supplier in your system, ensuring their information stays current and accurate update an account team updates the details of a selected account team, allowing you to modify information such as team members or roles as needed update an account team member role allows you to update the role of a specific team member within a chosen account, making it easy to manage team responsibilities update an account user updates an existing account user by modifying their details or adding new information, helping you keep user records accurate and up to date update an expense updates an existing expense by applying the details you provide, allowing you to modify information such as amount, date, or description watch events monitors and detects new or updated events in your connected app, allowing you to automatically trigger workflows whenever an event is created or changed templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} payhawk resources you can have access to more resources related to this app on the following links payhawk topics on make community payhawk website payhawk documentation payhawk api documentation payhawk page on make