Avaza

With Avaza modules in Make, you can create and manage all your companies, invoices, tasks, projects, and contacts in your Avaza account.

To get started with Avaza, create an account at avaza.com.

Note

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

Connecting Avaza to Make

To connect Avaza to Make you need an access token.

  1. Log in to you Avaza account.

  2. Click Settings, then click Manage Developer Apps.

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  3. Click Add Personal Access Token.

  4. Give your new token a name

  5. Select the access scopes you want to enable.

  6. Copy your new access token string to your clipboard. You won't see this again.

  7. Go to your Make scenario and choose the Avaza module you want to use.

  8. Under Connection, click Add.

  9. Give your new connection a name.

  10. Paste your new access token in the field provided.

  11. Click Save.

You have successfully established the connection.

Companies

Returns a list of companies.

Connection

Establish a connection to your Avaza account.

Updated After

Enter the earliest date the companies were last updated. See the list of supported date and time formats.

Sort

Select how you want to sort the results.

  • Date Updated

  • Date Created

  • Company Name

  • Date Updated (descending)

  • Date Created (descending)

  • Company Name (descending)

Limit

Enter the maximum number of companies Make returns during one scenario execution cycle.

Returns a specified company.

Connection

Establish a connection to your Avaza account.

Company ID

Enter or select the ID of the company you want to retrieve.

Creates a new company.

Connection

Establish a connection to your Avaza account.

Company Name

Enter the name of the company.

Currency Code

Enter the currency code.

Billing Address Line

Enter the first line of the address.

Billing Address City

Enter the city.

Billing Address State

Enter the state.

Billing Address Post Code

Enter the post code.

Billing Country Code

Enter the country code.

Billing Address

Enter the address.

Phone

Enter a phone number.

Fax

Enter a fax number.

Website

Enter the company's website.

Tax Number

Enter the tax number.

Comments

Enter any comments.

Updates a specified company.

Connection

Establish a connection to your Avaza account.

Company ID

Enter or select the ID of the company you want to update.

Company Name

Enter the name of the company.

Currency Code

Enter the currency code.

Billing Address Line

Enter the first line of the address.

Billing Address City

Enter the city.

Billing Address State

Enter the state.

Billing Address Post Code

Enter the post code.

Billing Country Code

Enter the country code.

Billing Address

Enter the address.

Phone

Enter a phone number.

Fax

Enter a fax number.

Website

Enter the company's website.

Tax Number

Enter the tax number.

Comments

Enter any comments.

Invoices

Returns a list of invoices.

Connection

Establish a connection to your Avaza account.

Updated After

Enter the earliest date the invoices were last updated. See the list of supported date and time formats.

Company IDFK

Select the ID of the company associated with the invoices.

Sort

Select how you want to sort the results.

  • Date Updated

  • Date Created

  • Date Updated (descending)

  • Date Created (descending)

Limit

Enter the maximum number of invoices Make returns during one scenario execution cycle.

Returns a specified invoice.

Connection

Establish a connection to your Avaza account.

Company ID

Enter or select the ID of the invoice you want to retrieve.

Creates a new invoice.

Connection

Establish a connection to your Avaza account.

Company IDFK

Select the ID of the company associated with the invoice.

Line Items

Inventory Item IDFK

Select the type of item.

  • Expense

  • Product

  • Service

  • Timesheet

Quantity

Enter the quantity for the line item.

Unit Price

Enter the unit price for the line item.

Tax IDFK

Select the tax information.

Description

Enter a description in plain text.

Tax Percent

Enter the tax percent.

Note

The tax percent will only be used if a new tax is being created.

Discount

Enter a discount.

Note

Enter 10.5 to give a 10.5% discount.

Project IDFK

Select the project ID of an Avaza Project that belongs to this customer, so line item is attributed to that Project for reporting.

Transaction Prefix

Enter the transaction prefix.

Note

A prefix for the Invoice number. e.g. INV. If left blank it will be set to the account default.

Invoice Number

Enter the invoice number.

Note

If left blank it will use the next number in the auto incrementing sequence. If an integer is passed then the largest integer will be use as the seed to auto generate the next invoice number in the sequence.

First Name

Enter the first name.

Note

Specified value will be used to create a new customer contact only if a new customer is being created.

Last Name

Enter the last name.

Note

Specified value will be used to create a new customer contact only if a new customer is being created.

Email

Enter the email address.

Note

Specified value will be used to create a new customer contact only if a new customer is being created.

Currency Code

Select the currency code.

Exchange Rate

Enter the exchange rate.

Note

Exchange rate is only valid for invoices in currency other than default account currency. If not specified it will get the market rate based on the Date Issued.

Invoice Template IDFK

Enter the invoice template ID.

Note

If left blank the account default invoice template will be used.

Subject

Enter the subject in plain text.

Customer PO Number

Enter the customer PO number.

Date Issued

Enter the date the invoice was issued. See the list of supported date formats.

Note

If not specified it will use today's date.

Payment Terms

Select the payment terms.

Note

If left blank we will set it to customer default. If specified then it must match one of your existing pre configured payment term periods.

Due Date

Enter the invoice due date. See the list of supported date formats.

Note

It will be auto calculated based on the payment term and issue date. Due Date must be greater than or equal to Issue Date. If the Due Date is specified then Payment Terms will be set to -1.

Transaction Tax Config Code

Select the transaction tax configuration code.

  • Tax Exclusive

  • Tax Inclusive

Notes

Enter any additional notes in plain text.

Tasks

Returns a list of tasks.

Connection

Establish a connection to your Avaza account.

Updated After

Enter the earliest date the tasks were last updated. See the list of supported date and time formats.

Is Complete

Select whether to only display complete or incomplete tasks.

Project ID

Select the ID of the project the tasks are associated with.

Sort

Select how you want to sort the results.

  • Date Updated

  • Date Created

  • Title

  • Date Updated (descending)

  • Date Created (descending)

  • Section Title

Limit

Enter the maximum number of tasks Make returns during one scenario execution cycle.

Returns a specified task.

Connection

Establish a connection to your Avaza account.

Company ID

Enter or select the ID of the task you want to retrieve.

Creates a new task.

Connection

Establish a connection to your Avaza account.

Title

Enter the title of the task.

Project IDFK

Select the ID of the project associated with the task.

Account Task Type IDFK

Select the type of task.

Description

Enter a description of the task.

Assigned to User IDFK

Select any assigned users.

Task Priority Code

Enter the task priority code.

Date Start

Enter the start date. See the list of supported date and time formats.

Date Due

Enter the due date. See the list of supported date and time formats.

Estimated Effort

Enter the estimated amount of time in decimal hours.

Tags

Add any tags to the task.

Updates a specified task.

Connection

Establish a connection to your Avaza account.

Task ID

Select the ID of the task you want to update.

Title

Enter the title of the task.

Project IDFK

Select the ID of the project associated with the task.

Account Task Type IDFK

Select the type of task.

Description

Enter a description of the task.

Assigned to User IDFK

Select any assigned users.

Task Priority Code

Enter the task priority code.

Date Start

Enter the start date. See the list of supported date and time formats.

Date Due

Enter the due date. See the list of supported date and time formats.

Estimated Effort

Enter the estimated amount of time in decimal hours.

Tags

Add any tags to the task.

Deletes a specified task.

Connection

Establish a connection to your Avaza account.

Company ID

Enter or select the ID of the task you want to delete.

Projects

Returns a list of projects.

Connection

Establish a connection to your Avaza account.

Updated After

Enter the earliest date the projects were last updated. See the list of supported date and time formats.

Include Archived

Select whether to include archived projects in the list.

Timesheet User ID

Select the ID of the timesheet user the projects are associated with.

Sort

Select how you want to sort the results.

  • Date Updated

  • Date Created

  • Date Updated (descending)

  • Date Created (descending)

Limit

Enter the maximum number of projects Make returns during one scenario execution cycle.

Returns a specified project.

Connection

Establish a connection to your Avaza account.

Project ID

Enter or select the ID of the project you want to retrieve.

Creates a new project.

Connection

Establish a connection to your Avaza account.

Project Title

Enter the title of the project.

Company IDFK

Select or enter the ID of company.

Currency Code

Enter the currency code.

Project Notes

Enter any notes for the project.

Timesheet Approval Required by Default

Select whether to require timesheet approval by default.

Populate Default Project Members

Select whether to populate default project members.

Is Task Required on Timesheet

Select whether a tas is required on the timesheet.

Start Date

Enter the start date. See the list of supported date and time formats.

End Date

Enter the end date. See the list of supported date and time formats.

Budget Amount

Enter a budget amount.

Budget Hours

Enter the budget hours.

Project Status Code

Enter the project status code.

Project Category IDFK

Enter the project category ID.

Contacts

Returns a list of contacts.

Connection

Establish a connection to your Avaza account.

Updated After

Enter the earliest date the contacts were last updated. See the list of supported date and time formats.

Company IDFK

Select the ID of the comapny the contacts are associated with.

Sort

Select how you want to sort the results.

  • Date Updated

  • Date Created

  • Date Updated (descending)

  • Date Created (descending)

Limit

Enter the maximum number of contacts Make returns during one scenario execution cycle.

Returns a specified contact.

Connection

Establish a connection to your Avaza account.

Contact ID

Enter or select the ID of the contact you want to retrieve.

Creates a new contact.

Connection

Establish a connection to your Avaza account.

Contact Email

Enter the email address of the contact.

First Name

Select the first name.

Last Name

Enter the last name.

Company IDFK

Enter the ID of the company.

Position Title

Enter the position title.

Mobile

Enter the mobile phone number.

Phone

Enter another phone number.

Update Existing

Select whether to update an existing contact.

Currency Code

Enter the currency code.

Company Billing Address

Enter the first line of the address.

Company Billing Address Line

Enter the next line of the address.

Company Billing Address City

Enter the city.

Company Billing Address State

Enter the state.

Company Billing Address Post Code

Enter the post code.

Company Billing Address Country Code

Enter the country code.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Avaza account.

URL

Enter a path relative to https://api.avaza.com. For example: /api/inventory

For the list of available endpoints, refer to the Avaza API documentation.

Method

Select the HTTP method you want to use:

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.

The following API call returns a list of inventory from your Avaza account.

URL: /api/inventory

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body. Our example returned 4 results:

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