Payhawk by Maxmel Tech

payhawk is an ai powered spend management platform offering finance teams control, visibility, and automation across payments, expenses, and procurement integrating with make com enables streamlined workflows, automated financial processes, and enhanced connectivity 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 https //payhawk com/en us/contact us 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, https //payhawk com/ 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/payhawk community/ 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 obtain your api key from the payhawk platform login to your payhawk account using your credentials navigate to the api section within the payhawk platform locate the option to generate or view your api key copy the generated api key for use in your integration 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 new member to a specific account’s team, allowing them to collaborate and access account related information 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 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 manage and assign team members to work together on that specific account delete a custom field removes a custom field from the selected resource, helping you keep your data organized by getting rid of fields you no longer need delete a purchase order permanently removes a selected purchase order from your system, ensuring it is no longer available or visible in your records delete an account team permanently removes a selected account team from your system, including all its associated members and settings delete an account team member removes a specific member from your account team, ensuring they no longer have access or permissions associated with that team delete an account user permanently removes a user from your account, deleting all their access and associated data get account team members fetches a list of team members associated with a specific account, allowing you to see who is part of that account’s team get account teams fetches detailed information about the teams associated with a specific account, allowing you to see which teams are linked to that account get account users fetches a list of 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 fetches and displays 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 your service, allowing you to view and manage the custom data fields you've set up get expenses fetches a complete list of all expenses recorded in the service, allowing you to view and manage every expense entry get fund account deposits fetches detailed information about deposits made into fund accounts get fund accounts fetches a complete list of all existing fund accounts, allowing you to view detailed information about each account get purchase orders fetches a complete list of all purchase orders, allowing you to view and manage every order in your system 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 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 get a fund account deposit fetches detailed information about a specific fund account deposit, allowing you to view all relevant details for that particular transaction get a purchase order fetches detailed information about a specific purchase order from the system get a supplier fetches detailed information about a specific supplier from the service, allowing you to view their profile and related data get an account fetches and displays detailed information about a specific account, such as its name, status, and other relevant attributes 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 your 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, projects, or items efficiently make an api call allows you to make a custom api request to the connected service using your own parameters and settings, giving you flexibility to access features or data not covered by the standard modules update card status changes the current status of a specific card in the system, helping you track its progress or 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 selected 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 the information of an existing purchase order with the latest details you provide, such as items, quantities, or delivery dates 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 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 by modifying its details according to the information you provide watch events monitors and detects new or updated events, allowing you to automatically trigger actions whenever an event is created or changed 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}} payhawk resources you can have access to more resources related to this app on the following links https //community make com/search?q=payhawk https //payhawk com/ https //developers payhawk com/ https //www make com/en/integrations/payhawk community