Tipalti by Maxmel Tech

tipalti is an automated payables platform for managing global payments, supplier onboarding, tax compliance, and financial operations integrating tipalti with make com enables automated supplier payments, invoice processing, and real time financial data synchronization across business tools this is ai generated content based on official tipalti documentation the content may still contain errors—please verify important information if you have questions, contact https //tipalti com directly how to get support on tipalti tipalti 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=tipalti\&app slug=tipalti community\&app unique id=tipalti 5xwhyv requirements to use the tipalti app in make, you must have an active tipalti account and valid api credentials, https //tipalti 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/tipalti community/ click the install button follow the on screen instructions to complete the setup connect tipalti and {{product name}} to get started, you must first create a connection between tipalti 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 from the platform login to your tipalti account using your credentials navigate to the settings or administration section locate the api management or api keys area generate a new api key if one does not already exist copy and securely store the generated api key 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=tipalti\&app slug=tipalti community\&app unique id=tipalti 5xwhyv create the connection in {{product name}} https //www make com/en/register , add the tipalti 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 tipalti account 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 tipalti modules after connecting to the tipalti app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a payee adds a new payee to your account, allowing you to manage and make payments to this person or business within the system create a payment batch creates a new batch of payments in the system, allowing you to group multiple payments together for easier processing and management create an invitation to a payee sends an invitation to a payee, allowing them to participate in a particular process or complete a specific transaction create an invoice batch generates a new group of invoices, ready to be processed together in one batch get gl accounts fetches a list of general ledger (gl) accounts from the chosen service, allowing you to view and use detailed account information in your workflows get invoice lines fetches and displays the individual line items from a particular invoice, allowing you to see details such as products, quantities, and prices listed on that invoice get invoices fetches detailed invoices from the connected database or service, allowing you to access and review billing information get payees fetches a list of payees from the service, allowing you to view and manage individuals or organizations you can send payments to get payer entities fetches detailed information about payer entities, allowing you to access and review data on individuals or organizations responsible for payments get payment batch instructions fetches detailed payment batch instructions from the service, allowing you to access specific information about each payment batch get payments fetches payment records from the selected service, allowing you to view details about transactions processed through that platform get tax codes fetches a list of tax codes from the service, allowing you to view and use the available tax codes in your workflows get a gl account fetches detailed information about a specific general ledger (gl) account, including its attributes and related data get a payee fetches detailed information about a specific payee from the system, allowing you to view their profile and related data get a payer entity fetches detailed information about a specific payer from the selected service get a payment fetches detailed information about a specific payment, including its status, amount, and related transaction details get a payment batch upload summary fetches a detailed summary of a payment batch upload, giving you an overview of the uploaded payment batch and its key information get a tax code fetches detailed information about a specific tax code from the service get an invitation to payee fetches detailed information about an invitation that has been sent to a payee, allowing you to review the status and contents of the invitation get an invoice fetches a specific invoice from the service using the provided invoice id, allowing you to view all the details of that particular invoice get an invoice batch upload summary fetches a detailed summary of an uploaded batch of invoices, giving you an overview of the upload results get an invoice line fetches detailed information about a specific line item from a chosen invoice make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access features or endpoints not covered by the standard modules update a payee this module allows you to update the information for an existing payee in your system, such as their name, contact details, or payment information update a payee payment method this module allows you to change or update the payment method details for an existing payee, ensuring that future payments are sent using the new information watch events the "watch events" module monitors your selected app for new events as they happen and automatically triggers actions in your scenario whenever a new event is detected this helps you stay up to date and respond instantly to changes or activities within the app 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}} tipalti resources you can have access to more resources related to this app on the following links https //tipalti com https //help tipalti com/hc/en us/p/getstarted https //tipalti com/en eu/mass payments/payout api/ https //www make com/en/integrations/tipalti community