Commerce
Tripletex
67 min
tripletex is a norwegian cloud based accounting and project management platform integrating tripletex with make com allows users to automate tasks like invoice creation, expense management, and payroll synchronization directly between tripletex and other business tools this is ai generated content based on official tripletex documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //hjelp tripletex no/hc/no directly requirements to use the tripletex app in make, you must have an active tripletex account and valid api tokens, https //tripletex no/ for subscription, refer to the https //tripletex no/ connect tripletex and {{product name}} to get started, you must first create a connection between tripletex and {{product name}} , allowing the two services to communicate obtain your basic in your tripletex account create the connection in make obtain your basic in your tripletex account before you create the connection in {{product name}} , you should first obtain your basic in your tripletex account to obtain your basic navigate to your profile settings click on the api access tab click the new token button select your integration from the application dropdown or click adapted setup and enter your application name enter a unique name for the token click the create token button copy the api token displayed in the popup you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer tripletex no/docs/documentation/authentication and tokens/ create the connection in {{product name}} https //www make com/en/register , add the tripletex 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 tripletex account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page tripletex modules after connecting to the tripletex app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer record to your account create a customer category adds a new category for organizing customers create a ledger account adds a new ledger account to your financial records create a ledger payment type out adds a new outgoing payment type to the ledger create a ledger voucher generates a new financial ledger voucher entry create a product adds a new product to your inventory or catalog create a product group creates a new group to organize related products create a product group relation establishes a new association between a product and a product group create a product inventory location adds a new location to store and manage product inventory create a product unit adds a new product unit to your inventory create a project creates a new project within your selected workspace create a relative vat type adds a new relative vat (value added tax) type to your account create a supplier product adds a new product to your list of supplier offerings create a timesheet company holiday adds a new company holiday entry to the timesheet system create a timesheet entry adds a new record of work hours to a timesheet create a timesheet salary type specification adds a new specification for a timesheet salary type create an order creates a new purchase order in your account create an order group creates a new group to organize multiple orders together create an order line adds a new item to an existing order delete a customer removes a specified customer record from your account delete a ledger account removes a specified ledger account from your records delete a ledger payment type out removes a specified ledger payment type from your account delete a ledger voucher removes a specified ledger voucher from your account delete a product group removes a specified product group from your account delete a product group relation removes a specified relationship between a product and a group delete a product inventory location removes a specified inventory location from your product catalog delete a product unit removes a specified product unit from your inventory delete a project removes a specified project from your account delete a supplier product removes a supplier product that is already in your system delete a timesheet company holiday removes a specified company holiday entry from the timesheet records delete a timesheet entry removes a selected timesheet entry from your records delete a timesheet salary type specification removes a specified salary type record from the system delete an order group removes a specified order group from your account delete an order line removes a specific order line from an existing order get logistic settings fetches the current logistic settings for your account get timesheet settings fetches the current configuration and preferences set for timesheets get a customer fetches detailed information about a specific existing customer get a customer category fetches detailed information about a specific customer category get a ledger account fetches the details of a specific ledger account from your records get a ledger accounting period fetches details of a specific existing ledger accounting period get a ledger annual account fetches the details of a specific annual account from the ledger get a ledger close group fetches details of a specified ledger close group get a ledger payment type out fetches details of a specific existing ledger payment type get a ledger posting fetches the details of a specific ledger posting that already exists get a ledger vat type fetches the details of a specific vat type from the existing ledger get a ledger voucher fetches the details of a specific existing ledger voucher from your account get a ledger voucher type fetches the details of a specific ledger voucher type from your account get a monthly timesheet fetches the details of a specific monthly timesheet that already exists in the system get a product fetches detailed information about a specific product that already exists in your system get a product group fetches the details of a specific product group that already exists in your account get a product group relation fetches details of a specific existing relationship between product groups get a product inventory location fetches details of a specific inventory location for an existing product get a product unit fetches detailed information about a specific product unit get a product unit master fetches detailed information about a specific product unit master from your system get a project fetches the details of a specific existing project get a supplier product fetches detailed information about a specific supplier product get a timesheet company holiday fetches details of a specific company holiday recorded in the timesheet system get a timesheet entry fetches the details of a specific timesheet entry that already exists in your account get a timesheet salary type specification fetches the details of a specific salary type configuration from an existing timesheet get a timesheet time clock fetches the details of a specific timesheet time clock entry get a weekly timesheet fetches the details of a specific weekly timesheet that already exists get an external product fetches detailed information about a specific external product that already exists get an invoice details fetches the details of a specific existing invoice get an invoice payment type fetches the details of a specific invoice payment type from your account get an order fetches the details of a specific existing order get an order group fetches the details of a specific existing order group from your account get an order line fetches the details of a specific order line from your account make an api call executes a custom api request to the connected service using your authorized credentials search customer categories finds specific customer categories based on your search criteria or retrieves a complete list of all customer categories search customers searches for specific customers or retrieves a complete list of all customers search external products searches for specific external products or retrieves a complete list of all available external products search invoice details finds specific invoice details or retrieves a list of all invoices search invoice payment types searches for specific invoice payment types or retrieves a complete list of all available invoice payment types search ledger accounting periods finds specific ledger accounting periods or displays a complete list of all available periods search ledger accounts finds specific ledger accounts based on your search criteria or displays a complete list of all ledger accounts search ledger annual accounts searches for specific ledger annual accounts or retrieves a list of all available ledger annual accounts search ledger close groups finds specific ledger close groups based on your criteria or displays a complete list of all ledger close groups search ledger payment types out retrieves specific ledger payment types or displays a complete list of all available ledger payment types search ledger postings finds specific ledger postings based on your criteria or displays a complete list of all ledger postings search ledger vat types searches for specific ledger vat types or retrieves a complete list of all available ledger vat types search ledger voucher types finds specific ledger voucher types or displays a complete list of all available voucher types search ledger vouchers finds specific ledger vouchers based on your criteria or displays a complete list of all ledger vouchers search ledgers searches for specific ledgers or retrieves a complete list of all available ledgers search order groups finds specific order groups based on your criteria or retrieves a complete list of all order groups search orders finds specific orders based on your search criteria or displays a complete list of all orders search product group relations finds specific product group relationships or retrieves a complete list of all product group associations search product groups searches for specific product groups or retrieves a complete list of all product groups search product inventory locations finds specific product inventory locations or retrieves a complete list of all inventory locations search product prices searches for specific product prices or retrieves a complete list of all available product prices search product unit masters searches for specific product unit master records or retrieves a complete list of all product unit masters search product units finds specific product units based on your search criteria or displays a complete list of all product units search products finds specific products based on your search criteria or displays a complete list of all available products search projects finds specific projects based on your search criteria or displays a complete list of all available projects search supplier products searches for specific supplier products or retrieves a complete list of all supplier products search timesheet entries finds specific timesheet entries based on your criteria or displays a complete list of all timesheet entries search timesheet salary types specifications finds specific timesheet salary type details or retrieves a complete list of all available timesheet salary types search timesheet time clocks finds specific timesheet time clock entries or displays a complete list of all time clocks update a customer modifies the details of an existing customer record update a customer category modifies the details of a specified customer category update a ledger account modifies the details of a specified ledger account update a ledger payment type out modifies the details of a specified outgoing ledger payment type update a ledger voucher modifies the details of a specified ledger voucher update a logistic setting modify the details of an existing logistics configuration update a monthly timesheet modifies the details of a previously created monthly timesheet update a product modifies the details of an existing product in your inventory update a product group modifies the details of a specified product group update a product inventory location modifies the details of an existing inventory location for a specific product update a product unit modifies the details of a specific product unit that already exists update a project modifies the details of a specified project update a supplier product modifies the details of a supplier's existing product update a timesheet company holiday modifies the details of a previously created company holiday entry in the timesheet update a timesheet entry modifies the details of a previously created timesheet entry update a timesheet salary type specification modifies the details of a previously created timesheet salary type specification update a timesheet time clock modifies the details of an existing time clock entry in a timesheet update a weekly timesheet modifies the details of a previously created weekly timesheet update an order modifies the details of an existing order update an order group modifies the details of a previously created order group update an order line modifies the details of a specific order line that already exists upload a historical voucher uploads a new voucher record to the historical vouchers database 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}} tripletex resources you can have access to more resources related to this app on the following links https //community make com/search?q=tripletex https //tripletex no/ https //tripletex no/v2 docs/ https //www make com/en/integrations/tripletex