Qvalia by Maxmel Tech

qvalia provides e invoicing and accounting intelligence tools, automating financial data and transactions via apis and connectors integrating with make com enables users to streamline and automate invoice, order, and accounting workflows across multiple channels and platforms 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 go to the make integration page click the install button 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 obtain your api key from your qvalia account login to your qvalia platform using your credentials navigate to the section where api keys are managed, typically found under developer settings or api section locate your existing api key or generate a new one if required copy and securely store the api key for future use 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 page 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 document and manage refunds or adjustments with ease create an invoice generates a new invoice for a selected customer within your system, allowing you to bill them for products or services create an order creates a new order in the selected system, allowing you to automatically submit order details and initiate the order process 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 in the system, allowing you to modify existing orders with updated details or adjustments 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 note records easily get enrichment fetches detailed enrichment information from the service, providing additional insights and context about your data get invoices fetches and lists all invoices from your account, giving you an overview of every invoice stored in the system get order cancellations fetches a complete list of all order cancellations, allowing you to view details about every canceled order get order changes fetches a detailed list of all updates and modifications made to your orders get orders fetches a complete list of all orders from the service, allowing you to view and manage every order in your account get an individual enrichment result fetches detailed information about a specific person by using the criteria you provide, giving you a comprehensive enrichment result for that individual list credit notes retrieves and displays a complete list of all your credit notes, allowing you to easily review and manage them 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 order that has been canceled 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 connected service, enabling you to access features or endpoints not covered by the standard modules upload an invoice pdf uploads a pdf version of your invoice directly to the location you choose, making it easy to store or share your billing documents 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 created in your system watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to automatically start workflows as soon as an invoice is created watch order cancellations this module activates whenever an order is cancelled, instantly notifying you so you can take further action or update your records accordingly watch order changes triggers whenever an update or modification to an order is detected, allowing you to take action based on changes to order details watch order changes triggers whenever an order is updated in any way, such as changes to its status, items, or customer details watch orders triggers whenever a brand new order is placed, allowing you to automatically start workflows each time 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 api documentation qvalia page on make