Commerce
Qvalia
21 min
qvalia is a platform offering apis and tools to automate, normalize, and enrich business transactions like invoices and orders across formats integrating with make com enables seamless automation of transaction workflows, reducing manual work and improving data quality this is ai generated content based on official qvalia documentation the content may still contain errors—please verify important information if you have questions, contact qvalia support directly how to get support on qvalia qvalia 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=qvalia\&app slug=qvalia community\&app unique id=qvalia x120r6 requirements to use the qvalia app in make, you must have an active qvalia account and an api key, create your account on qvalia 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 qvalia and {{product name}} to get started, you must first create a connection between qvalia and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your api key login to your platform using your credentials navigate to the developer settings or api section locate the section where api keys are managed generate a new api key or retrieve your existing api key copy and securely store the 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=qvalia\&app slug=qvalia community\&app unique id=qvalia x120r6 create the connection in {{product name}} log in in your make account , add the qvalia 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 qvalia 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 qvalia modules after connecting to the qvalia app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a credit note generates a credit note linked to a particular transaction or customer, allowing you to record refunds or adjustments easily create an invoice generates a new invoice for a selected customer in your system, allowing you to bill them for products or services create an order creates a new order in the system you choose, allowing you to automatically add purchase or sales orders based on your workflow create an order cancellation cancels a specific order in the system by creating an official order cancellation request create an order change creates a new order change request in the system, allowing you to update or modify existing order details get credit notes fetches a complete list of all credit notes available in your account from the service, allowing you to view and manage your credit notes easily get enrichment fetches detailed enrichment information from the service, providing additional insights and data related to your specified input get invoices fetches a complete list of all your invoices, allowing you to view and manage every invoice in your account get order cancellations fetches a complete list of all order cancellations from your account, allowing you to review every order that has been canceled get order changes fetches a detailed list of all updates or modifications made to your orders, helping you track every change in your order history get orders fetches a complete list of all orders from your connected service, allowing you to view and manage every order in one place get an individual enrichment result fetches detailed enrichment information for a specific individual using the criteria you provide list credit notes retrieves a complete list of all credit notes from your account, allowing you to view and manage your existing credit notes in one place list invoices fetches a complete list of all invoices from your account, allowing you to view and manage every invoice in one place list order cancellations fetches a complete list of all order cancellations, allowing you to view details about every cancellation in your account list orders fetches a complete list of all orders stored in the system, allowing you to view and manage every order that has been placed make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access endpoints or features not covered by the standard modules upload an invoice pdf uploads a pdf invoice directly to the location you choose, making it easy to store or share your invoice files where you need them watch credit notes this module activates whenever a new credit note is generated, allowing you to automatically respond or take action each time a credit note is issued in your system watch invoices triggers whenever a brand new invoice is generated in your account, allowing you to automatically take action as soon as an invoice is created watch order cancellations this module activates whenever an order is cancelled, allowing you to automatically respond or take further actions whenever a cancellation occurs watch order changes triggers when a change is detected in an order, such as updates to its status, details, or other modifications watch order changes triggers whenever any updates or modifications are made to an existing order, such as changes in status, items, or customer details watch orders triggers when a new order is placed in your system, allowing you to automatically start workflows whenever a customer completes a purchase templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} qvalia resources you can have access to more resources related to this app on the following links qvalia website qvalia documentation qvalia api documentation qvalia page on make