How to connect Marvee to Albato

Marvee: Automate your financial management
8/14/2024
·
3 min. read

Marvee is a Brazilian company that provides management software for the financial and accounting organization of business, covering everything from scheduling accounts payable to issuing accounting statements.

Through integration with Albato, it is possible to create automation scenarios that execute the Create sale action in Marvee from triggers fired in 600+ apps.

How to connect Marvee to Albato

Before setting up automations with Marvee, connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

Albato_Marvee_Select Marvee app.png

Come up with a Name for your connection.

Albato_Marvee_Create a connection to  Marvee.png

To get the Client Secret, Api Key and Token, access your Marvee account. Then, click on Vendas icon.

Albato_Marvee_Click on Vendas icon.png

Click on the Integrações button.

Albato_Marvee_Click on Integracoes button.png

After that, click on Novo button, in the top right corner.

Albato_Marvee_Click on Novo button.png

Fill the name in the Nome field.

Albato_Marvee_Fill the Nome field.png

Select your category in Categoria.

Albato_Marvee_Fill the Nome fieldAlbato_Marvee_Select the Categoria.png

Choose your account and type of charge in Conta and Tipo de Cobrança.

Albato_Marvee_Choose your Conta and Tipo de Cobranca.png

Select your service in Serviço.

Albato_Marvee_Select your Servico.png

And click Salvar.

Albato_Marvee_Click Salvar.png

Copy your Client Secret.

Albato_Marvee_Copy your Client Secret.png

Past the value into the Albato Client Secret field.

Albato_Marvee_Paste into Client Secret.png

Go to your email and copy your Api Key and Token sent by Marvee.

Albato_Marvee_Go to email copy Api key and Token.png

Paste them respectively into Albato's Api Key and Token fields. Then click Continue.

Albato_Marvee_Paste Api key and Token.png

The connection is ready!


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