Business Intelligence
Vereaze
14 min
vereaze is an all in one business management platform offering ai powered project management, invoicing, client management, and collaboration tools integrating with make com enables users to automate workflows, streamline operations, and connect vereaze with other essential business apps this is ai generated content based on official vereaze documentation the content may still contain errors—please verify important information if you have questions, contact vereaze support directly how to get support on vereaze vereaze 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=vereaze\&app slug=vereaze community\&app unique id=vereaze xenlg5 requirements to use the vereaze app in make, you must have an active account and an api key, create your account on vereaze 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 vereaze and {{product name}} to get started, you must first create a connection between vereaze and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate your api key login to your platform using your credentials navigate to the my business section go to the api keys subsection select the option to create key retrieve your 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=vereaze\&app slug=vereaze community\&app unique id=vereaze xenlg5 create the connection in {{product name}} log in in your make account , add the vereaze 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 vereaze 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 vereaze modules after connecting to the vereaze app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a task creates a brand new task in your selected app, allowing you to organize and track your work more efficiently get a project retrieve a detailed list of all your current projects, including their key information get a task retrieve detailed information about a specific task by providing its project id this module helps you access all the key details related to a particular task within a chosen project list all clients retrieve a detailed list of all your clients, including their key information, to help you easily manage and review your client database list all invoices retrieve a detailed list of all invoices, including their key information, from your account list all paid invoices retrieve a detailed list of invoices that have been marked as paid list all statuses retrieve a detailed list of all available statuses, helping you see the current state options for your items or processes list all unpaid invoices retrieve a detailed list of all invoices that are currently marked as unpaid list all user retrieve a detailed list of all users, including their relevant information, from your account templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} vereaze resources you can have access to more resources related to this app on the following links vereaze website vereaze documentation vereaze api documentation vereaze page on make