Tipalti by Maxmel Tech

tipalti is a cloud based finance automation platform for accounts payable, mass payments, procurement, and expense management integrating tipalti with make com streamlines financial workflows, automates payments, and enhances compliance across global business operations this is ai generated content based on official tipalti documentation the content may contain mistakes please verify important information if you have questions, contact tipalti support 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 a make com subscription, create your account on tipalti 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 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 obtain your encryption key for api authentication login to your tipalti account using your credentials navigate to the administration section select the api access option locate the encryption key section retrieve your encryption 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}} log in in your make account , 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 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 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 store their details for future payments or transactions create a payment batch creates a new payment batch 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 that are ready to be processed together get gl accounts fetches a list of general ledger (gl) accounts from the selected service, allowing you to view and work with detailed account information get invoice lines fetches and displays the individual line items from a specific invoice, giving you detailed information about each product or service listed on that invoice get invoices fetches detailed invoice records from the connected database or service, allowing you to access and review invoice information as needed get payees fetches a list of payees from the service, allowing you to view and manage individuals or entities to whom payments can be made 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 instructions for processing a payment batch from the service, helping you understand how to handle multiple payments in one go get payments fetches payment records from a selected service, allowing you to access detailed information about each transaction get tax codes fetches a list of tax codes from the service, allowing you to view and use the available tax codes for your transactions or records get a gl account fetches detailed information about a specific general ledger (gl) account, including its attributes and settings 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 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’s status and key information get a tax code fetches a specific tax code from the service, allowing you to access detailed information about that particular tax code get an invitation to payee fetches detailed information about an invitation that was previously sent to a payee, allowing you to review the status and contents of that invitation get an invoice fetches a specific invoice from the service using the provided invoice id, allowing you to view all the details associated with 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 entire batch’s status and key information get an invoice line fetches detailed information about a specific line item from a selected invoice make an api call allows you to make a custom api request to the service using your own parameters and authorization, giving you flexibility to access specific features or data not covered by standard modules update a payee updates the information for an existing payee in your system, such as their name, contact details, or payment information update a payee payment method updates the payment method information for a specific payee, allowing you to change how they receive their payments watch events the "watch events" module monitors your selected app for new events as they happen, and instantly triggers your scenario whenever a specified event occurs this helps you stay updated and automate actions based on real time activity within the app templates you can look for more templates in make's template gallery , 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 tipalti website tipalti documentation tipalti api documentation tipalti page on make