MagniFinance is an online invoicing software, approved by the Portuguese Tax and Customs Authority. We want to have an integration of our invoicing API with Zapier that provide a easy way to integrate with others softwares, to allow our clients integrate with systems like CRMs, Ecommerce platforms, excel, ERP, etc.
To do this, you should create/have a sample account to test in Zapier to present the result to us.
We will provide you a sandbox account in MagniFinance and our API Documentation that has all you need to complete the task.
We have SOAP and REST API, you are required to implement your solution using one of those approaches. We want to convert the following methods of our API in to Zapier integration:
To setup the Zapier integration, the user should have an API subscription in MagniFinance. He wants to talk with us to get the API user, the token, this information should be in the Zapier’ setup interface of the connection.
1. First create the basic Zapier to MagniFinance API integration that is to create a document in MagniFinance calling from Zapier, and an action to get the url to download the pdf that we generate. it must be possible to create the following documents using the Action DocumentCreate in Zapier: Receipts, Invoices-receipt, normal invoices, simplified invoices, Proformas, Credit notes, Debit notes, Quotes, purchase order, Delivery notes and waybill.
2. The second millstone is to create this following integration to some of main Gateway Payments and CRMs:
[Gateway Payments] = Paypal, Stripe.)
- Create a new MagniFinance invoices for new [Getway payment] sales;
- Create MagniFinance invoices for new [Getway payment] charges;
[CRMs] = SalesForce, PipeDrive, ZohoCRM.)
- Create and send MagniFinance invoices when new [CRM] deals match filters;
- Create MagniFinance invoices from new [CRM] deals;
We want a live video demonstration to show us the plugin working with the features implemented. The scenario to be presented to our team should cover the following points:
1. Show us one of the CRM integration and do the live setup in a trial account and show us that is possible to create a invoice after deals reach certain stages.
1.1 Setup to send invoice to the client email using MagniFinance platform and with a custom message configured by the CRM. Check that the invoice reaches the client email.
Show the PDF inside the CRM. Show the PDF generated in MagniFinance with all the correct information that was sold and information passed by the CRM to MagniFinance: Client information, products, prices, quantity, Tax, totals, etc.
[login to view URL] Us Creating a waybill using only the MagniFinance Zapier integration.
3. Shows us how the integration creates new invoices in MagniFinance when in the Getaway payments receive a money from a sale;
4. A period of 2 months to fix bugs that we could find in all the integrations: Paypal, Stripe, SalesForce, PipeDrive, ZohoCRM.