Fakturoid

Modified on Tue, 13 Aug at 10:38 AM

With Fakturoid modules in the Make, you can:

watch, create, retrieve, update, search, and delete contacts
watch new invoices, watch invoice events, create, update, retrieve, search, download, lock/unlock, and cancel/undo cancel invoices, send an invoice or reminder/ mark as sent, pay an invoice or remove payment
create, retrieve, update, delete, and search expenses, and perform expense actions
create, update, retrieve, delete, and search templates

To get started with Faktruoid, create an account at fakturoid.cz.

Connect Fakturoid to Make

To connect Fakturoid app, you need to obtain the API Key, and Account Name from your Fakturoid account and insert them into your Make scenario.

Log in to your Fakturoid account.
Click Profile Name > Settings > User account.
Copy the API Key to a safe place.
In your Make account, insert a Fakturoid module in your scenario and click the Add button next to the Connectionfield.
Optional: In the Connection name field, enter a name for the connection.
In the API Key field, enter the details copied in step 3.
In the Email field, enter the email address you signed up for Fakturoid.
in the Account Name field, enter the account name as visible in the URL address, and click Save.

You have successfully established the connection. You can now edit your scenario and add more Fakturoid modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.