Axonaut

With the Axonaut modules, you can:

watch, create, update, retrieve, search, and delete the companies
watch, create, update, retrieve, search, and delete the employees
watch, create, list events, and list the company's events in events
watch, create, retrieve, and search, the quotations
watch, create, update, retrieve, and search the tickets
watch, create, update, retrieve, and search the products
watch, create, update, retrieve, and search the orders
create, retrieve and search the suppliers
watch, create, update, register, retrieve, search, and delete the opportunities
watch, create, update, retrieve, and search the invoices
create and search for the payments
watch, create, retrieve, and search the expenses
watch, create, update, retrieve, list, and delete the projects
watch created, updated, and deleted tasks

To get started with Axonaut, create an account at axonaut.com

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connect Axonaut with Make

To connect the Axonaut app with the Make:

Log in to your Axonaut account.
Click Wrench Icon > API.
Click Show your API key and then click ok to see the API key.
Copy the API key to a safe place.
Log in to your Make and add a module from the Axonaut into a Make scenario.
Click Add next to the Connection field.
In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied in step 4 and click Save.

You have successfully connected the Axonaut app with Make and can now build scenarios.

Companies

You can watch, create, update, list, retrieve, and delete the companies using the following modules.

Watch Created Companies

Triggers when a new company is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Updated Companies

Triggers when a new company is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Deleted Companies

Triggers when a new company is deleted.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Create a Company

Creates a new company.

Connection	Establish a connection to your Axonaut account.
Name	Enter (map) the company's name.
Business Manager	Select or map the company's business manager.
Address Contact Name	Enter (map) the company's contact person's name.
Address Street	Enter (map) the company's street address.
Address Zip Code	Enter (map) the area zip code.
Address City	Enter (map) the company's city name.
Address Country	Enter (map) the company's country name.
Is Prospect	Select whether the company is a prospect.
Is Customer	Select whether the company is a customer.
Currency	Enter (map) a three-letter currency code. For example, `USD`. For information please visit, https://fr.iban.com/currency-codes.
Third-party Code	Enter (map) the company's third-party code.
Intracommunity Number	Enter (map) the company's intra-community number.
Siret	Enter (map) the company's 14-digit identifying SIRET number.
Comments	Enter (map) any additional information about the company.
Custom Fields	Enter (map) the custom fields key-value pair. You can add multiple fields. For example, `contact number`.
Categories	Enter (map) the company's categories.
Internal ID	Enter (map) the company's Internal ID.

Update a Company

Updates an existing company.

Connection	Establish a connection to your Axonaut account.
Company ID	Select or map a Company ID whose details you want to update.
Name	Enter (map) the updated company's name.
Business Manager	Select or map the company's business manager.
Address Contact Name	Enter (map) the company's contact person's name.
Address Street	Enter (map) the company's street address.
Address Zip Code	Enter (map) the company's zip code.
Address City	Enter (map) the company's city name.
Address Country	Enter (map) the company's country name.
Third-party Code	Enter (map) the company's third-party code.
Intracommunity Number	Enter (map) the company's intracommunity number.
Siret	Enter (map) the company's 14-digit SIRET number.
Comments	Enter (map) additional information about the company.
Custom Fields	Enter (map) the custom fields key-value pair. You can add multiple fields. For example, `contact number`.
Categories	Enter (map) the company's categories.
Internal ID	Enter (map) the company's Internal ID.

Get a Company

Retrieves an existing company.

Connection	Establish a connection to your Axonaut account.
Company ID	Select or map a Company ID whose details you want to retrieve.

Search Companies

Searches for companies or lists them all.

Connection	Establish a connection to your Axonaut account.
Search	Enter (map) the search fields to filter the companies that match the selected options. For example, company name.
Internal ID	Enter (map) the company's Internal ID to search the companies that match the specified ID.
Type	Select the company type: Customer Prospect Supplier All
Address City	Enter (map) the company's city name.
Address Zip Code	Enter (map) the company's zip code.
Is Prospect	Select whether the company is a prospect.
Is Customer	Select whether the company is a customer.
Is Supplier	Select whether the company is a supplier.
Sort	Select or map a parameter to sort the returned data: Company ID Name Address city
Limit	Set the maximum number of companies Make will return during one execution cycle. The default value is 10.

Add a Document to a Company

Adds a document for a specific company.

Connection	Establish a connection to your Axonaut account.
Name	Enter (map) the document's name.
Company ID	Select or map a Company ID to which you want to add a document.
Document's URL	Enter (map) the document's URL address you want to add to the company.

Delete a Company

Deletes an existing company.

Connection	Establish a connection to your Axonaut account.
Company ID	Select or map a Company ID you want to delete.

Employees

You can watch, create, update, retrieve, and delete the employees using the following modules.

Watch Created Employees

Triggers when a new employee is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Updated Employees

Triggers when an existing employee is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Deleted Employees

Triggers when an existing employee is deleted.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Create an Employee

Creates a new employee.

Connection	Establish a connection to your Axonaut account.
Company ID	Select or map a Company ID whose employee you want to create.
Email	Enter (map) the employee's email address.
Gender	Select the employee's gender: Male Female
First Name	Enter (map) the employee's first name.
Last Name	Enter (map) the employee's last name.
Phone Number	Enter (map) the employee's phone number.
Cellphone Number	Enter (map) the employee's mobile number.
Job	Enter (map) the employee's job title.
Custom Fields	Enter (map) the employee's custom fields key-value pair. For example, `employee address`.

Update an Employee

Updates an existing employee.

Connection	Establish a connection to your Axonaut account.
Employee ID	Select or map an Employee ID of an employee whose details you want to update.
Email	Enter (map) the employee's updated Email address.
Gender	Select the employee's gender: Male Female
First Name	Enter (map) the employee's first name.
Last Name	Enter (map) the employee's last name.
Phone Number	Enter (map) the employee's phone number.
Cellphone Number	Enter (map) the employee's mobile number.
Job	Enter (map) the employee's job title.
Custom Fields	Enter (map) the employee's custom fields key-value pair. For example, `employee address`.

Get an Employee

Retrieves an existing employee.

Connection	Establish a connection to your Axonaut account.
Employee ID	Select or map an Employee ID whose details you want to retrieve.

Search Employees

Search for employees or lists them all.

Connection	Establish a connection to your Axonaut account.
Email	Enter (map) the employee's email address to search the employees.
Phone	Enter (map) the employee's phone number to search the employees.
Limit	Set the maximum number of employees Make will return during one execution cycle. The default value is 10.

Delete an Employee

Retrieves an existing employee.

Connection	Establish a connection to your Axonaut account.
Employee ID	Select or map an Employee ID you want to delete.

Events

You can watch, create, update, and list the events using the following modules.

Watch Created Events

Triggers when a new event is created.

Webhook name	Enter (map) a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Deleted Events

Triggers when an existing event is deleted.

Webhook name	Enter (map) a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Create an Event

Creates a new event.

Connection

Establish a connection to your Axonaut account.

Company ID

Select or map a Company ID whose events you want to create.

Employee Email

Select or map an employee's email address to create an event.

Date

Enter (map) the event's happening date. See the list of supported date and time formats.

Content

Enter (map) the event's content.

Nature

Select the nature of the event:

Meeting
Email
Phone call
Mail
Text Message

Title

Enter (map) a title for the event.

Duration

Enter (map) the event duration in minutes.

Is Done

Select whether the event is done.

Users

Select or map the users for the event.

Attachments

Enter (map) the details of the attachments:

Note

Attachments are available only for emails.

Invoices IDs	Select or map the Invoice IDs to attach.
Quotations IDs	Select or map the Quotation IDs to attach.
Documents IDs	Enter (map) the Document ID's to attach. Alternately, you can search for the Document ID.

Lists Events

Lists existing events.

Connection	Establish a connection to your Axonaut account.
Limit	Set the maximum number of events Make will return during one execution cycle. The default value is 10.

List Company's Events

List existing events of a specific company.

Connection	Establish a connection to your Axonaut account.
Company ID	Select or map a Company ID whose events you want to list.
Limit	Set the maximum number of company events Make will return during one execution cycle. The default value is 10.

Quotations

You can watch, create, retrieve, and search the quotations using the following modules.

Watch Created Quotations

Triggers when a new quotation is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To see tup the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Create a Quotation

Creates a new quotation.

Connection

Establish a connection to your Axonaut account.

Company ID

Select or map a Company ID whose quotation you want to create.

Products

Enter (map) the Product details.

Product ID	Select or map a Product ID of a product to create a quotation. Note If the properties, Product ID and Product Internal ID are empty or missing, a new Product will be created.
Internal ID	Enter (map) the Internal ID of the product. Note If the properties, Product ID and Product Internal ID are empty or missing, a new Product will be created.
Product Code	Enter (map) the product's code.
Name	Enter (map) the product's name.
Price	Enter (map) the product's price.
Tax Rate	Enter (map) the product's tax rate.
Quantity	Enter (map) the product's quantity.
Unit	Enter (map) the product's unit.
Description	Enter (map) the product's description.
Unit Job Costing	Enter (map) the product's code.
Chapter	Enter (map) the product's chapter.
Discount Percent	Enter (map) the product's discount percentage.
Discount Flat	Enter (map) the product's flat discount.

Date

Enter (map) the quotation date. See the list of supported date and time formats.

Expiry Date

Enter (map) the quotation's expiry date. See the list of supported date and time formats.

Company Address ID

Enter (map) the Address ID of the company. Alternatively, you can search the address by company.

Online Payment

Select whether to enable the online payment.

Comments

Enter (map) additional information about the quotation.

Project ID

Select or map a Project ID for which you are creating the product quotation.

Theme ID

Enter (map) a Theme ID applicable to the product quotation.

Get a Quotation

Retrieves an existing quotation.

Connection	Establish a connection to your Axonaut account.
Quotation ID	Select or map a Quotation ID whose details you want to retrieve.

Search Quotations

Search for quotations or list them all.

Connection	Establish a connection to your Axonaut account.
Sort	Select or map the order of returned data. The default is `ID`. ID Update Time
Status	Select or map the quotation status. The default is `All`. Accepted Refused Pending All
Limit	Set the maximum number of quotations Make will return during one execution cycle. The default value is 10.

Tickets

You can watch, create, update, retrieve, search, and delete the tickets using the following modules.

Watch Created Tickets

Triggers when a new ticket is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Watch Updated Tickets

Triggers when an existing ticket is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Watch Deleted Tickets

Triggers when an existing ticket is deleted.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Create a Ticket

Create a new ticket.

Connection	Establish a connection to your Axonaut account.
Title	Enter (map) a name for the ticket.
Description	Enter (map) the ticket details.
Priority	Select or map the priority of the ticket. For example, `High`.
Company ID	Select or map a Company ID to create a ticket.
Project ID	Select or map a Project ID in which you want to create the ticket.
Workforce ID	Select or map a Workforce ID applicable to the ticket.
Custom Fields	Enter (map) the custom field key-value pair. For example, `ticket status`.

Update a Ticket

Updates an existing ticket.

Connection	Establish a connection to your Axonaut account.
Ticket ID	Select or map a Ticket ID whose details you want to update.
Title	Enter (map) a new name for the ticket.
Priority	Select or map the ticket priority. For example, `high`.
Company ID	Select or map a Company ID with which the ticket is associated.
Workforce ID	Select or map a Workforce ID applicable to the ticket.
Is Closed	Select whether the ticket is closed.

Get a Ticket

Retrieves an existing ticket.

Connection	Establish a connection to your Axonaut account.
Ticket ID	Select or map a Ticket ID whose details you want to retrieve.

Search Tickets

Searches for tickets or lists them all.

Connection	Establish a connection to your Axonaut account.
Company ID	Select or map a Company ID whose tickets you want to search.
Is Closed	Select whether you want to search the closed tickets.
Order by	Select the order of the returned data: ID Last Update Date
Limit	Set the maximum number of tickets Make will return during one execution cycle. The default value is 10.

Products

You can watch, create, update, retrieve, and search the products using the following modules.

Watch Created Products

Triggers when a new product is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the webhooks, see Setting Up Axonaut Webhooks.

Watch Updated Products

Triggers when an existing product is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the webhooks, see Setting Up Axonaut Webhooks.

Watch Deleted Products

Triggers when an existing product is deleted.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the webhooks, see Setting Up Axonaut Webhooks.

Create a Product

Creates a new product.

Connection	Establish a connection to your Axonaut account.
Name	Enter (map) the product's name.
Price	Enter (map) the product's price.
Tax Rate	Enter (map) the product's tax rate.
Description	Enter (map) the product's details.
Internal ID	Enter (map) the product's Internal ID.
Product Code	Enter (map) the product's product code.
Supplier Product Code	Enter (map) the product's supplier product code.
Weight	Enter (map) the product's weight.
Job Costing	Enter (map) the product's job costing.
Location	Enter (map) the product's location.
Unit	Enter (map) the product's unit.
Product Type	Select the product type: Raw Material Purchase Sales of Finished Goods Sales of Services Sales of Merchandise
Accounting Code	Enter (map) the product's accounting code.
Category	Enter (map) the product's category.
Stock	Enter (map) the product's stock availability.
Custom Fields	Enter (map) the custom fields key-value pair. For example, `product brand name`.

Update a Product

Updates an existing product.

Connection	Establish a connection to your Axonaut account.
Product ID	Select or map a Product ID of a product whose details you want to update.
Name	Enter (map) the updated product's name.
Description	Enter (map) the product's details.
Product Code	Enter (map) the product's product code.
Weight	Enter (map) the product's weight.
Location	Enter (map) the product's location.
Unit	Enter (map) the product's unit.
Price	Enter (map) the product's price.
Tax Rate	Enter (map) the product's tax rate.
Job Costing	Enter (map) the product's job costing.
Accounting Code	Enter (map) the product's accounting code.
Category	Enter (map) the product's category.
Disabled	Select whether the product is disabled.
Custom Fields	Enter (map) the custom field key-value pairs. For example, `product brand name`.

Get a Product

Updates an existing product.

Connection	Establish a connection to your Axonaut account.
Product ID	Select or map a Product ID whose details you want to retrieve.

Search Products

Searches for products or lists them all.

Connection	Establish a connection to your Axonaut account.
Internal ID	Enter (map) the Product's Internal ID to search for the products that match the Internal ID.
Product Code	Enter (map) the Product code to search the products that match the specified code.
Limit	Set the maximum number of products Make will return during one execution cycle. The default value is 10.

Orders

You can watch, create, update, retrieve, and search the orders using the following modules.

Watch Created Orders

Triggers when a new order is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Watch Updated Orders

Triggers when an existing order is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Watch Deleted Orders

Triggers when an existing order is deleted.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Create an Order

Create a new order.

Connection

Establish a connection to your Axonaut account.

Name

Enter (map) a name for the order.

Company ID

Select or map a Company ID of a company whose order you want to create.

Start Date

Enter (map) the order's start date in the RFC3339 format. See the list of supported date and time formats.

End Date

Enter (map) the order's end date in the RFC3339 format. See the list of supported date and time formats.

Expected Delivery Date

Enter (map) the order's expected delivery date in the RFC3339 format. See the list of supported date and time formats.

First Invoice Planned Date

Enter (map) the order's first invoice planned date in the RFC3339 format. See the list of supported date and time formats.

Comments

Enter (map) additional information about the order.

User ID

Select or map a User ID assigned to the order.

Invoice Frequency in Months

Enter (map) the order invoice frequency in months.

Generate and Send Recurring Invoices

Select or map a method to generate and send recurring invoices:

Do not generate and send invoices
Generate and send automatically.
Generate without sending

Preauthorized Debit

Select whether the order is preauthorized for debit.

Products

Enter (map) the product details:

Product ID	Select or map a Product ID whose order you want to create.
Internal ID	Enter (map) the product's Internal ID.
Name	Enter (map) the product's name.
Description	Enter (map) the product's details.
Price	Enter (map) the product's price.
Tax Rate	Enter (map) the product's tax rate.
Quantity	Enter (map) the product's quantity.

Get an Order

Retrieves an existing order.

Connection	Establish a connection to your Axonaut account.
Order ID	Select or map an Order ID whose details you want to retrieve.

Search Orders

Searches for an existing order or lists them all.

Connection	Establish a connection to your Axonaut account.
Order ID	Select or map an Order ID whose details you want to search.
Updated Before	Enter (map) a date to retrieve the orders updated before the specified date. See the list of supported date and time formats.
Updated After	Enter (map) a date to retrieve the orders updated after the specified date. See the list of supported date and time formats.
Limit	Set the maximum number of orders Make will return during one execution cycle. The default value is 10.

Suppliers

You can create, search and retrieve supplier information using the following modules.

Create a Supplier

Creates a new supplier.

Connection	Establish a connection to your Axonaut account.
Name	Enter (map) the supplier's name.
Address Contact Name	Enter (map) the supplier's contact name to mention in the address.
Address Street	Enter (map) the supplier's street address.
Address Zip Code	Enter (map) the supplier's zip code.
Address City	Enter (map) the supplier's city name.
Address Country	Enter (map) the supplier's country name.
Intracommunity Number	Enter (map) the supplier's intracommunity number (a unique identifier of the user).
Siret	Enter (map) the supplier's 14-digit SIRET number referring to the supplier's business location.
Comments	Enter (map) the supplier's details or any information.

Get a Supplier

Retrieves an existing supplier.

Connection	Establish a connection to your Axonaut account.
Supplier ID	Select or map a Supplier ID whose details you want to retrieve.

Search Suppliers

Searches for suppliers or lists them all.

Connection	Establish a connection to your Axonaut account.
Search	Enter (map) a word or phrase to search for suppliers that match the specified query.
Limit	Set the maximum number of suppliers Make will return during one execution cycle. The default value is 10.

Opportunities

You can watch, create, update, retrieve, and delete the opportunity using the following modules.

Watch Created Opportunities

Triggers when a new opportunity is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Updated Opportunities

Triggers when an existing opportunity is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Deleted Opportunities

Triggers when an existing opportunity is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Create an Opportunity

Creates a new opportunity.

Connection

Establish a connection to your Axonaut account.

Business Manager Email

Select or map the business manager's email address related to the opportunity.

Company ID

Select or map a Company ID associated with the opportunity.

Pipe Name

Select or map the pipe name.

Pipe Step Name

Enter (map) the pipe step name. Alternatively, you can search the pipe step name.

Name

Enter (map) a name for the opportunity.

Amount

Enter (map) the opportunity's amount.

Probability

Enter (map) the opportunity's probability.

Comments

Enter (map) additional information about the opportunity.

Due Date

Enter (map) the due date for the opportunity. See the list of supported date and time formats.

Pipe Step Date

Enter (map) the pipe step date for the opportunity. See the list of supported date and time formats.

Employees

Enter (map) the employee details:

Employee First Name	Enter (map) the employee's first name.
Employee Last Name	Enter (map) the employee's last name.
Employee Email	Enter (map) the employee's email address.
Employee Phone	Enter (map) the employee's phone number.
Employee Cellphone	Enter (map) the employee's mobile number.

Custom Fields

Enter (map) the custom field key-value pair.

Update an Opportunity

Updates an existing opportunity.

Connection	Establish a connection to your Axonaut account.
Opportunity ID	Select or map an Opportunity ID whose details you want to update.
Name	Enter (map) the updated opportunity's name.
Comments	Enter (map) additional information about the opportunity.
Amount	Enter (map) the opportunity's amount.
Probability	Enter (map) the opportunity's probability.
Pipe Step Name	Enter (map) the pipe step name. Alternatively, you can search the pipe step name.
Business Manager Email	Select or map the business manager's email address to update an opportunity.
Due Date	Enter (map) the due date for the opportunity. See the list of supported date and time formats.

Register an Opportunity as Won

Registers an existing opportunity as won.

Connection	Establish a connection to your Axonaut account.
Opportunity ID	Select or map an Opportunity ID you want to register as won.
Date	Enter (map) a date when the opportunity was won in the RFC3339 format. See the list of supported date and time formats.

Register an Opportunity as Lost

Registers an existing opportunity as lost.

Connection	Establish a connection to your Axonaut account.
Opportunity ID	Select or map an Opportunity ID to register as lost.
Date	Enter (map) a date when the opportunity will be lost in the RFC3339 format. See the list of supported date and time formats.

Get an Opportunity

Retrieves an existing opportunity.

Connection	Establish a connection to your Axonaut account.
Opportunity ID	Select or map an Opportunity ID whose details you want to retrieve.

Search Opportunities

Searches for opportunities or lists them all.

Connection	Establish a connection to your Axonaut account.
Status	Select or map the opportunity status. For example, `ongoing`.
Limit	Set the maximum number of opportunities Makewill return during one execution cycle. The default value is 10.

Delete an Opportunity

Deletes an existing opportunity.

Connection	Establish a connection to your Axonaut account.
Opportunity ID	Select or map an Opportunity ID you want to delete.

Invoices

You can watch, create, search, and retrieve the invoices using the following modules.

Watch Created Invoices

Triggers when a new invoice is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Create an Invoice

Creates a new invoice.

Connection

Establish a connection to your Axonaut account.

Company

Select or map an option to choose the company:

Company ID
Employee Email

Company ID

Select or map a Company ID for which you want to create an invoice.

Employee Email

Select or map an employee's email address to mention in the invoice.

Products

Enter (map) the product details:

Product ID	Select or map a Product ID whose details you want to update. Note If the properties, Product ID and Internal ID are empty or missing, a new product will be created.
Internal ID	Enter (map) the product's Internal ID. Note If the properties, Product ID and Internal ID are empty or missing, a new product will be created.
Product Code	Enter (map) the product's product code.
Name	Enter (map) the product's name.
Price	Enter (map) the product's price.
Tax Rate	Enter (map) the product's tax rate.
Quantity	Enter (map) the product's quantity.
Unit	Enter (map) the product's unit.
Description	Enter (map) the product's details.
Chapter	Enter (map) the product's chapter.
Discount Percent	Enter (map) the product's discount percentage applicable to the invoice.
Discount Flat	Enter (map) the product's flat discount applicable to the invoice.
Unit Job Costing	Enter (map) the product's unit job costing.

Contract ID

Enter (map) the Contract ID applicable to the invoice.

Date

Enter (map) a date posterior to the last invoice's date. The default value is the date of the request.

Due Date

Enter (map) the due date for the invoice.

Delivery Address

Enter (map) the delivery address details.

Company Name	Enter (map) the recipient's company name.
Contact Name	Enter (map) the recipient's contact name.
Street	Enter (map) the recipient's street name.
Zip Code	Enter (map) the recipient's zip code.
Region	Enter (map) the recipient's region name.
Country	Enter (map) the recipient's country name.

Mandatory Mentions

Enter (map) the mandatory mentions of the members on the invoice.

Payment Terms

Enter (map) the items applicable to the invoice payment.

Allow GoCardless Payment

Select whether to allow for a GoCardless payment.

Allow Stripe Payment

Select whether to allow for a strive payment.

Service Start Date

Enter (map) the date on which the service starts. See the list of supported date and time formats.

Service End Date

Enter (map) the date on which the service ends. See the list of supported date and time formats.

Order Number

Enter (map) an order number to mention in the invoice.

Get an Invoice

Retrieves an existing invoice.

Connection	Establish a connection to your Axonaut account.
Invoice ID	Select or map an Invoice ID of an invoice to retrieve.

Search Invoices

Searches for invoices or lists them all.

Connection	Establish a connection to your Axonaut account.
Sort	Select the order of the returned data: ID Updated Time
Number	Enter (map) a number to search for the invoices which contain the specified character string.
Internal Reference	Enter (map) an internal reference to search for the invoices containing the specified character string.
Is Paid	Select whether the invoice is a paid invoice.
Date Before	Enter (map) a date to search all the invoices before the specified date. See the list of supported date and time formats.
Date After	Enter (map) a date to search all the invoices after the specified date. See the list of supported date and time formats.
Paid Date	Enter (map) an invoice date of payment in the format (DD/MM/YYYY). See the list of supported date and time formats.
Updated Before	Enter (map) a date to search all the invoices updated before the specified date. See the list of supported date and time formats.
Updated After	Enter (map) a date to search all the invoices updated after the specified date. See the list of supported date and time formats.
Limit	Set the maximum number of invoices Make should return during one execution cycle. The default value is 10.

Payments

You can create payments using the following module.

Create a Payment

Creates a new payment.

Connection	Establish a connection to your Axonaut account.
Invoice ID	Select or map an Invoice ID whose payment you want to create.
Nature	Select the nature of the payment. For example, `debit`.
Amount	Enter (map) the amount paid for the payment.
Date	Enter (map) the date of payment is made. See the list of supported date and time formats.
Reference	Enter (map) any reference to the payment.

Search Payments

Searches for payments or lists them all.

Connection	Establish a connection to your Axonaut account.
Invoice ID	Select or map an Invoice to search the payments.
Company ID	Select or map the Company ID whose payments you want to search.
Date Before	Enter (map) a date to search all the payments made before the specified date. See the list of supported date and time formats.
Date After	Enter (map) a date to search all the payments made after the specified date. See the list of supported date and time formats.
Invoice Number	Enter (map) the invoice number to search the payments.
Limit	Set the maximum number of payments Make will return during one execution cycle. The default value is 10.

Expenses

You want to watch, create, retrieve, and search the expenses using the following modules.

Watch Created Expenses

Triggers when a new expense is created.

Webhook name	Enter (map) a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Updated Expenses

Triggers when an existing expense is updated.

Webhook name	Enter (map) a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Deleted Expenses

Triggers when an existing expense is deleted.

Webhook name	Enter (map) a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Create an Expense

Creates a new expense.

Connection

Establish a connection to your Axonaut account.

Title

Enter (map) the expense name.

Pre Tax Amount

Enter (map) the expense's pre-tax amount.

Supplier ID

Select or map the Supplier ID for whom you want to create the expense.

Project ID

Select or map the Project ID applicable to the expense.

Supplier Third-party Code

Enter (map) the supplier's third-party code.

Date

Enter (map) the date applicable to the expense. See the list of supported date and time formats.

Taxes

Enter (map) the tax details:

Tax Rate	Enter (map) the tax rate in percentage applicable to the expense.
Accounting Code	Enter (map) the accounting code applicable to the expense.
Amount	Enter (map) the expense amount.

Get an Expense

Retrieves an existing expense.

Connection	Establish a connection to your Axonaut account.
Expense ID	Select or map an Expense ID whose details you want to retrieve.

Search Expenses

Searches for expenses or lists them all.

Connection	Establish a connection to your Axonaut account.
Order by	Select or map the order of the returned data: Last Update Date ID
Creation Date Before	Enter (map) a date to search all the expenses created before the specified date. See the list of supported date and time formats.
Creation Date After	Enter (map) a date to search all the expenses created after the specified date. See the list of supported date and time formats.
Is Paid	Select whether you want to include the paid expenses in the search results.
Limit	Set the maximum number of expenses Make will return during one execution cycle. The default value is 10.

Projects

You can watch, create, update, retrieve, search, and delete the projects using the following modules.

Watch Created Project

Triggers when a new project is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Watch Updated Projects

Triggers when an existing project is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Watch Deleted Projects

Triggers when an existing project is deleted.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonuat Webhooks.

Create a Project

Creates a new project.

Connection	Establish a connection to your Axonaut account.
Name	Enter (map) a name for the project.
Number	Enter (map) the project's number.
Comments	Enter (map) the additional information about the project.
Workforces IDs	Select or map the Workforce IDs associated with the projects.
Company ID	Select or map a Company ID whose project you want to create.
Parent Project ID	Select or map the parent Project ID if any for this project.
Estimated Start	Enter (map) the estimated start date of the project. See the list of supported date and time formats.
Estimated End	Enter (map) the estimated end date of the project. See the list of supported date and time formats.
Expected Workload Hours	Enter (map) the estimated work hours for the project.
Expected Cost	Enter (map) the estimated cost for the project.
Expected Revenue	Enter (map) the expected revenue for the project.
Custom Fields	Enter (map) the custom field key-pair values. You can add multiple fields.

Update a Project

Updates an existing project.

Connection	Establish a connection to your Axonaut account.
Project ID	Select or map a Project ID whose details you want to update.
Number	Enter (map) the project's number.
Comments	Enter (map) the additional information about the project.
Name	Enter (map) the updated project's name.
Company ID	Select or map a Company ID whose project you want to create.
Estimated Start	Enter (map) the estimated start date of the project. See the list of supported date and time formats.
Estimated End	Enter (map) the estimated end date of the project. See the list of supported date and time formats.
Actual End	Enter (map) the actual end date of the project. See the list of supported date and time formats.
Expected Workload Hours	Enter (map) the estimated workload hours for the project.
Expected Cost	Enter (map) the estimated cost for the project.
Expected Revenue	Enter (map) the estimated revenue for the project.
Custom Fields	Enter (map) the custom field key-pair values. You can add multiple fields.

Get a Project

Retrieves an existing project.

Connection	Establish a connection to your Axonaut account.
Project ID	Select or map a Project ID whose details you want to retrieve.

List Projects

Lists all existing projects.

Connection	Establish a connection to your Axonaut account.
List	Set the maximum number of projects Make will return during one execution cycle. The default value is 10.

Delete a Project

Deletes an existing project.

Connection	Establish a connection to your Axonaut account.
Project ID	Select or map a Project ID you want to delete.

Tasks

You can watch the created, updated, and deleted tasks using the following modules.

Watch Created Tasks

Triggers when a new task is created.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Updated Tasks

Triggers when an existing task is updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Watch Deleted Tasks

Triggers when an existing task is deleted.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Axonaut account.

To set up the Axonaut webhooks, see Setting Up Axonaut Webhooks.

Other

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Axonaut account.
URL	Enter a path relative to `https://axonaut.com`. For example, `/api/v2/me`. Note For the list of available endpoints, refer to the Axonaut API Documentation.
Method	GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List All Projects

The following API call returns all the projects from your Axonaut account:

URL:

/api/v2/projects

Method:

GET

Matches of the search can be found in the module's Output under Bundles > Body.

In our example, 15 projects were returned:

Setting Up Axonaut Webhooks

Open any Watch module, establish a connection, and copy the URL address to your clipboard. Click OK and save the trigger.
Log in to your Axonaut account.
Click Settings > API > Webhooks > Add an app.
Enter the following details:
- app name: Enter (map) the app name.
- Callback URL: Enter the URL address copied in step 1.
- Version: Select the version number.
In the Subscribed topics section, subscribe to the topics you watch to watch.

The webhook is successfully set up. Go back to Make and run the module to receive triggers when the specified event occurs.

In this section: