CRM and Sales tools
Aroflo
15 min
aroflo is a cloud based job management platform for trades and field service businesses, centralizing scheduling, quoting, job tracking, and compliance integrating with make com enables seamless workflow automation, data syncing, and improved operational efficiency for service teams 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 aroflo 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 a generated api secret key, create your account on aroflo app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 keys api keys instructions you need to generate your api secret key log in to your aroflo account navigate to site administration go to settings select general access the aroflo api section if you do not have api access, send a support request stating that you need api access once api access is enabled, click generate secret key copy all displayed fields, 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}} log in in your make account , 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 connect an application 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, allowing you to view all its information 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 search quotes retrieves a list of quotes that match the criteria you set, allowing you to easily find and review relevant quotes search tasks retrieves tasks that meet the specific criteria you set, allowing you to easily find and work with the tasks that matter most to you search work orders retrieves work orders that meet the specific criteria you set, allowing you to easily find and manage the work orders you need watch invoices triggers whenever a new invoice is generated or when an existing invoice is modified, allowing you to take action based on changes to your invoices watch quotes this module activates whenever a new quote is created or an existing quote is updated, allowing you to automatically respond to changes 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 in your task management system watch work orders this module activates whenever a new inventory item is added or an existing one is updated, helping you stay up to date with any changes in your inventory records templates you can look for more templates in make's template gallery , 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 aroflo website aroflo documentation aroflo api documentation aroflo page on make