Payhawk by Maxmel Tech

payhawk is an ai driven spend management platform offering unified control over corporate cards, expenses, accounts payable, and purchasing workflows integrating with make com enables automated finance processes, real time spend visibility, and seamless connection to erp and accounting systems 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 go to the make integration page click the install button 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 key api key instructions you need to generate your api key from the payhawk web portal log in to the payhawk web portal using your credentials go to the settings section select integrations navigate to the available integrations section find the api connection option 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 page 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 member to an account team, allowing you to specify which user should join the team and assign their role within the account create a custom field adds a new custom field to the selected service, allowing you to store and manage additional information tailored to your needs create a purchase order creates a new purchase order in the selected system, allowing you to initiate and manage orders for goods or services directly from your workflow create a supplier adds a brand new supplier to your account, allowing you to manage and track their information within the system create an account team creates a new account team for a chosen account, allowing you to assign team members and define their roles within that account delete a custom field removes a custom field from the selected resource, helping you keep your data organized by deleting fields you no longer need delete a purchase order permanently removes a selected purchase order from your system, ensuring it is no longer accessible or visible in your records delete an account team permanently removes a selected account team from your system, ensuring that all associated team access and permissions are deleted delete an account team member removes a specific member from an account team, ensuring they no longer have access or association with that team delete an account user permanently deletes a user from your account, completely removing their access and all associated data get account team members fetches a list of team members associated with your account, allowing you to see who is part of your account team get account teams fetches and displays the list of account teams associated with a specific account, allowing you to see which teams are 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 account’s details get cards retrieves a complete list of all cards from your account, allowing you to view and manage every card in one place get custom fields fetches a complete list of all custom fields available in the service, allowing you to view and manage the specific data fields that have been set up get expenses fetches a complete list of all expenses stored in the service, allowing you to view and manage every recorded expense get fund account deposits fetches detailed information about deposits made into fund accounts, helping you track and review all incoming transactions get fund accounts fetches and lists all available fund accounts from your connected service get purchase orders retrieves a complete list of all your purchase orders, allowing you to view and manage every order in your system get suppliers fetches a complete list of all your suppliers, allowing you to view detailed information about each one get a card fetches a card from the chosen service, allowing you to access detailed information about that specific card get a custom field fetches detailed information about a particular custom field from the service, allowing you to access its specific 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 review all the relevant details for 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, such as their contact details, address, and other relevant data get an account fetches and displays detailed information about a specific account, such as its profile and settings get an account team fetches detailed information about a specific account team from the service, allowing you to view the members and roles associated with that team get an account team member fetches detailed information about a particular member of an account team, such as their role, contact details, and other relevant attributes 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 specific role you choose 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, allowing you to interact with any authorized endpoint and perform specific actions not covered by the standard modules update card status changes the current status of a card in the system, allowing you to track its progress or update its workflow stage 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 custom field with new information for a specific entity, allowing you to keep your records accurate and up to date update a purchase order updates an existing purchase order by allowing you to modify its details, such as items, quantities, or other relevant information update a supplier updates the details of an existing supplier in your system, allowing you to modify information such as contact details, address, or other relevant supplier data update an account team updates the details of an existing account team with the information you provide, allowing you to keep team member roles and information up to date update an account team member role updates the role of a specific team member within a chosen account, allowing you to change their permissions or responsibilities as needed update an account user updates the details or information of an existing account user, allowing you to modify their profile or settings as needed update an expense updates an existing expense record with the specific details you provide, such as amount, category, or date watch events the "watch events" module monitors your selected app for new events as they happen, automatically triggering your scenario whenever a specified event occurs this helps you stay updated in real time and respond quickly to important changes or actions within your app 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 api documentation payhawk page on make