Tipalti

tipalti is a cloud based finance automation platform for streamlining accounts payable, global payments, procurement, and expense management integrating tipalti with make com enables automated financial workflows, reducing manual tasks and improving payment, compliance, and reporting processes for businesses 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 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 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 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 keys api keys instructions you need to obtain your api key from your tipalti account to establish a connection login to your tipalti account using your credentials navigate to the section where api integrations or api settings are managed locate the area for api key management or generation generate a new api key if one does not already exist, or retrieve your existing api key copy the api key and store it securely for use in your make com 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=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 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 and manage details for individuals or businesses you need to send payments to 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 and prepares them for processing get gl accounts fetches a list of general ledger (gl) accounts from the selected service, allowing you to view and use account details in your workflows get invoice lines fetches and displays all the individual line items from a specific invoice, such as products, services, quantities, and prices get invoices fetches and displays a list of invoices stored in your database or service, allowing you to view and manage invoice details easily get payees fetches a list of payees from the service, allowing you to view all individuals or entities set up to receive payments get payer entities fetches detailed information about payer entities, allowing you to view and manage data related to 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 a chosen service, allowing you to view details of 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 classifications in your workflows get a gl account fetches detailed information about a specific general ledger (gl) account, including its attributes and current settings get a payee fetches detailed information about a specific payee from the system 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 specific payment batch upload, giving you an overview of its contents and status 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 related to that particular invoice get an invoice batch upload summary fetches a detailed summary of a batch of invoices that have been uploaded, giving you an overview of the entire batch’s status and key information get an invoice line fetches a specific invoice line from a chosen invoice, allowing you to view detailed information about that particular line item make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules update a payee updates the information for an existing payee in your account, allowing you to modify details such as name, contact information, or payment settings update a payee payment method updates the payment method for an existing payee, allowing you to change how they receive their payments watch events the "watch events" module actively monitors your selected app for new events as they occur, instantly triggering your scenario whenever something noteworthy happens this lets you automatically respond to real time updates, such as new records, changes, or activities 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