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:

  1. Log in to your Axonaut account.

  2. Click Wrench Icon > API.

    Axonaut_2.png
  3. Click Show your API key and then click ok to see the API key.

    Axonaut_3.png
  4. Copy the API key to a safe place.

    Axonaut_5.png
  5. Log in to your Make and add a module from the Axonaut into a Make scenario.

  6. Click Add next to the Connection field.

    Axonaut_1.gif
  7. In the Connection name field, enter a name for the connection.

  8. 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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 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 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.

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.

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.

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 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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Axonaut_6.png

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

In our example, 15 projects were returned:

Axonaut_7.png

Setting Up Axonaut Webhooks

  1. Open any Watch module, establish a connection, and copy the URL address to your clipboard. Click OK and save the trigger.

    Axonaut_8.gif
  2. Log in to your Axonaut account.

  3. Click Settings > API > Webhooks > Add an app.

  4. 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.

  5. 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.