CRM and Sales tools
Aroflo by Maxmel Tech
16 min
aroflo is a cloud based job management and field service software for trades and service businesses, streamlining quoting, scheduling, invoicing, and compliance integrating with make com would automate workflows, boost efficiency, and connect aroflo with other business tools seamlessly this is ai generated content based on official aroflo documentation the content may still contain errors—please verify important information if you have questions, contact https //aroflo com/contact support directly how to get support on aroflo aroflo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=aroflo\&app slug=aroflo community\&app unique id=aro flo tc0ggp ubi0uy requirements to use the aroflo app in make, you must have an active aroflo account with api access enabled and an api secret key, null app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/aroflo community/ click the install button follow the on screen instructions to complete the setup connect aroflo and {{product name}} to get started, you must first create a connection between aroflo and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api secret key login to your aroflo platform using your credentials navigate to site administration go to settings select general choose aroflo api click generate secret key copy all fields shown, including the secret key, to a secure location click save to lock in the new secret key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=aroflo\&app slug=aroflo community\&app unique id=aro flo tc0ggp ubi0uy create the connection in {{product name}} https //www make com/en/register , add the aroflo 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 aroflo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page aroflo modules after connecting to the aroflo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get a task fetches detailed information about a specific task that already exists in your system get a work order fetches detailed information about a specific work order that already exists in your system get an invoice fetches the details of a specific invoice that already exists in your account make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access any endpoint or perform actions not covered by the standard modules search invoices retrieves invoices that match the criteria you set, allowing you to easily find and work with specific invoices in your account search quotes retrieves quotes that match the criteria you set, allowing you to find and review specific quotes according to your needs search tasks retrieves tasks that meet the specific criteria you set, making it easy to find exactly the tasks you’re looking for search work orders retrieves work orders that meet the criteria you specify, allowing you to easily find and review relevant work orders watch invoices triggers whenever a new invoice is created or an existing invoice is updated, allowing you to automatically respond to changes in your invoicing records watch quotes this module activates whenever a new quote is created or an existing quote is updated, allowing you to automatically respond to changes or additions in your quotes watch tasks this module activates whenever a new task is created or when an existing task is updated, allowing you to automatically respond to changes or additions in your task management system watch work orders this module activates whenever a new inventory item is added or when an existing inventory record is updated, allowing you to stay up to date with any changes in your inventory 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}} aroflo resources you can have access to more resources related to this app on the following links