Bokio

• Company ID Required
• API Key Required · protected credential

Creates a new customer in Bokio

create_customer · Risk: low · Retry: safe

Inputs

• customerName · string · Required, Name of the customer
• type · string · Required, Type of the customer
• vatNumber · string · Optional, Customer VAT number
• orgNumber · string · Optional, Customer organization number
• paymentTerms · string · Optional, Payment terms for the customer. Payment terms for the invoices. Payment terms can both take free text or days, in digits, until the payment is due.
• customerNumber · string · Optional, Customer number (optional)
• email · string · Optional, Customer email address
• phone · string · Optional, Customer phone number
• lin1 · string · Optional, Customer address line 1
• line2 · string · Optional, Customer address line 2
• zipCode · string · Optional, Customer zip code
• city · string · Optional, Customer city
• country · string · Optional, Customer country (ISO 3166-1 alpha-2 country code)

Creates a new draft invoice in Bokio

create_invoice · Risk: low · Retry: safe

Inputs

• invoiceType · string · Optional, Type of invoice
• customerRef · string · Optional, UUID of the customer
• invoiceDate · string · Required, Invoice date (YYYY-MM-DD)
• dueDate · string · Required, Due date (YYYY-MM-DD)
• orderNumberReference · string · Optional, The order number associated with the invoice
• currency · string · Optional, ISO 4217 currency code (e.g., SEK, EUR, USD)
• currencyRate · number · Optional, Currency rate (defaults to 1)
• itemType · string · Required, Type of the line item
• dynamicProps · object · Optional, Configure item details based on item type

Adds a line item to an existing draft invoice

add_line_item_to_invoice · Risk: low · Retry: safe

Inputs

• invoiceId · string · Required, Select the invoice
• itemType · string · Required, Type of the item
• dynamicProps · object · Optional, Configure item details based on item type

Creates a new item in Bokio

create_an_item · Risk: low · Retry: safe

Inputs

• itemType · string · Required, Type of the item
• dynamicProps · object · Optional, Configure item details based on item type

Creates a new journal entry in Bokio

create_ajournal_entry · Risk: low · Retry: safe

Inputs

• title · string · Optional, Title of the journal entry
• date · string · Required, Journal entry date (YYYY-MM-DD)
• items · array · Optional, Journal entry items as JSON array. Each item should have: account (account number), debit (optional), credit (optional)

Updates an existing draft invoice in Bokio

update_an_invoice · Risk: low · Retry: safe

Inputs

• invoiceId · string · Required, Select the invoice
• invoiceType · string · Optional, Type of invoice
• customerRef · string · Optional, UUID of the customer
• invoiceDate · string · Required, Invoice date (YYYY-MM-DD)
• dueDate · string · Required, Due date (YYYY-MM-DD)
• orderNumberReference · string · Optional, The order number associated with the invoice
• currency · string · Optional, ISO 4217 currency code (e.g., SEK, EUR, USD)
• currencyRate · number · Optional, Currency rate
• lineItemsJson · string · Optional, Line items as JSON array. Each item should have: itemRef (object with id), description, quantity, unitPrice, unit, itemType (PRODUCT or SERVICE), vat

Find customers in Bokio by filtering and pagination

find_customer · Risk: low · Retry: safe

Inputs

• filterType · string · Optional, Type of filter to use
• filterValue · string · Optional, Value to filter by
• page · number · Optional, Page number (defaults to 1)
• pageSize · number · Optional, Number of items per page (max 100, defaults to 25)

Get all draft invoices for a customer by customer name

get_draft_invoice_by_customer_name · Risk: low · Retry: safe

Inputs

• customerName · string · Required, Name of the customer to find draft invoices for
• page · number · Optional, Page number (defaults to 1)
• pageSize · number · Optional, Number of items per page (max 100, defaults to 25)

Retrieve a specific invoice by its ID

get_an_invoice · Risk: low · Retry: safe

Inputs

• invoiceId · string · Required, The ID of the invoice to retrieve

Retrieve a specific journal entry by its ID

get_ajournal_entry · Risk: low · Retry: safe

Inputs

• journalEntryId · string · Required, UUID of the journal entry

Make a custom API call to a specific endpoint

custom_api_call · Risk: low · Retry: safe

Inputs

• url · object · Required
• method · string · Required
• headers · object · Optional, Authorization headers are injected automatically from your connection.
• queryParams · object · Optional, Appended to the URL as ?key=value.
• body_type · string · Optional
• body · object · Optional
• response_is_binary · boolean · Optional, Enable for files like PDFs, images, etc.
• failsafe · boolean · Optional, On a failed request, output the error instead of failing the step.
• timeout · number · Optional, Seconds to wait for a response. Empty: up to the flow limit (10 min).
• followRedirects · boolean · Optional, Follow 3xx redirects instead of returning them as the response.