TaxMetall × AmbactiBring TaxMetall into
the flow of work.
A little less busywork with TaxMetall.
Gather contextDo the workReview & share
Article5 capabilities+
- Create an article
- Search by article ID in article
- Search by article number in article
- Search by drawing number in article
- Search by name in article
Order4 capabilities+
- Create an order
- Create an order from an offer
- Get order status in order
- Search by date range in order
Purchase Invoice4 capabilities+
- Create a purchase invoice
- Search by date range in purchase invoice
- Search by purchase invoice number in purchase invoice
- Search by supplier in purchase invoice
Purchase Inquiry4 capabilities+
- Create a purchase inquiry
- Search by date range in purchase inquiry
- Search by inquiry number in purchase inquiry
- Search by supplier in purchase inquiry
Customer Inquiry5 capabilities+
- Create a customer inquiry
- Search by customer number in customer inquiry
- Search by date range in customer inquiry
- Search by email in customer inquiry
- Search by inquiry number in customer inquiry
Purchase Order4 capabilities+
- Create a purchase order
- Search by date range in purchase order
- Search by order number in purchase order
- Search by supplier in purchase order
Customer4 capabilities+
- Create a customer
- Search by ID in customer
- Search by name in customer
- Search by order ID in customer
Supplier4 capabilities+
- Create a supplier
- Search by article in supplier
- Search by ID in supplier
- Search by name in supplier
Delivery Note3 capabilities+
- Search by customer number in delivery note
- Search by date range in delivery note
- Search by delivery note number in delivery note
Document Management1 capabilities+
- Create a file in document management
Dunning2 capabilities+
- Search by customer number in dunning
- Search by due date range in dunning
Invoice3 capabilities+
- Search by customer number in invoice
- Search by date range in invoice
- Search by invoice number in invoice
Offer4 capabilities+
- Create an offer
- Search by customer number in offer
- Search by date range in offer
- Search by offer number in offer
Acquisition4 capabilities+
- Create an acquisition
- Search by ID in acquisition
- Search by name in acquisition
- Search by date range in acquisition
Statistic1 capabilities+
- Execute a statistics report
Workflow2 capabilities+
- Execute a workflow
- Get many workflows
Document Sync6 capabilities+
- Claim and download new documents in one step
- Claim new documents from the sync queue
- Create a document from mail data in tax metall
- Download a claimed document file
- Report the share point transfer status
- Unpack a stored msg file
Frequently asked
questions.
What could an Ambacti integration do with TaxMetall?
The documented operations include Article: Create an article; Article: Search by article ID in article; Article: Search by article number in article; Article: Search by drawing number in article.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in TaxMetall?
Decide which work could run on its own and which steps need your review.