Anabix CRM

anabix is a czech crm system for managing contacts, business opportunities, tasks, and email campaigns integrating anabix with make com enables users to automate contact management, synchronize tasks, and streamline sales workflows between anabix and other business tools this is ai generated content based on official anabix crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www anabix cz/ directly requirements to use the anabix crm app in make, you must have an active account and an api key, https //www anabix cz/ for subscription, refer to the https //www anabix cz/ connect anabix crm and {{product name}} to get started, you must first create a connection between anabix crm and {{product name}} , allowing the two services to communicate obtain your basic in your anabix crm account create the connection in make obtain your basic in your anabix crm account before you create the connection in {{product name}} , you should first obtain your basic in your anabix crm account to obtain your basic navigate to the settings section in your anabix account select the api tab copy the api username displayed on screen copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //podpora supportbox cz/help/plugin propojeni s anabixem create the connection in {{product name}} https //www make com/en/register , add the anabix crm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your anabix crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page anabix crm modules after connecting to the anabix crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} sleduj firmy monitors updates or changes within companies sleduj kontakty monitors for any changes made to contact information sleduj nové aktivity monitors and detects new activities as they occur sleduj obchodní případy monitors updates and modifications in business deals sleduj úkoly monitors updates or changes made to tasks spravovat seznamy kontaktu add or remove contact lists for a specific contact upravit firmu updates the details of an existing company in anabix upravit kontakt updates the details of an existing contact upravit obchodní případ updates an existing business case upravit úkol updates an existing task vyhledat firmy searches for companies based on specified criteria vyhledat kontakty searches for contacts based on specified criteria vyhledat obchodní případy searches for business deals vyhledat úkoly searches for tasks based on specified criteria vykonat api požadavek executes any authorized api request to the specified service vytvořit aktivitu creates a new activity in your selected application vytvořit firmu creates a new company record vytvořit kontakt create a new contact vytvořit obchodní případ create a new business case vytvořit obchodní případ ze šablony creates a business case using a predefined template vytvořit úkol create a new task vytvořit úkol ze šablony creates a new task based on a selected template získat firmu retrieve company information získat kontakt retrieve a contact's details získat obchodní případ retrieves a business case using its unique id získat seznamy retrieves all available lists templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} anabix crm resources you can have access to more resources related to this app on the following links https //www anabix cz/ https //www anabix cz/api/ https //www make com/en/integrations/anabix