Vereaze by Codex Solutions

vereaze is an ai powered project management and invoicing platform offering tools like kanban boards, invoicing, e signatures, and automation integrating with make com would streamline workflow automation, enhance productivity, and simplify client management for users 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 https //vereaze com/faq 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, https //vereaze 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/vereaze community/ click the install button 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 key api key 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 area select create key to generate your api key note 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=vereaze\&app slug=vereaze community\&app unique id=vereaze xenlg5 create the connection in {{product name}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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, allowing you to add details and organize your work efficiently get a project retrieve a detailed list of all your projects, including key information about each one get a task retrieve detailed information about a specific task using its project id this module helps you access all the 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 manage and review your client base efficiently list all invoices retrieve a detailed list of all your invoices, allowing you to easily review and manage your billing records list all paid invoices retrieve a detailed list of invoices that have already been paid list all statuses retrieve a detailed list of all available statuses, helping you keep track of the different states within your workflow list all unpaid invoices retrieve a list of all invoices that have not yet been paid list all user retrieve a detailed list of all users from your account, including their relevant information 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}} vereaze resources you can have access to more resources related to this app on the following links https //vereaze com/ https //vereaze com/#faq https //vereaze com/docs/index html https //www make com/en/integrations/vereaze community