Axelor

axelor is an open source business management suite offering erp, crm, and bpm solutions integrating axelor with make com allows users to automate business processes, synchronize customer data, and manage workflows across finance, sales, and hr modules efficiently this is ai generated content based on official axelor documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //axelor com/contact/ directly requirements to use the axelor app in make, you must have an active account with login access to axelor connect, https //axelor com/ for subscription, refer to the https //axelor com/ connect axelor and {{product name}} to get started, you must first create a connection between axelor and {{product name}} , allowing the two services to communicate obtain your api token in your axelor account create the connection in make obtain your api token in your axelor account before you create the connection in {{product name}} , you should first obtain your api token in your axelor account to obtain your api token navigate to the connect application interface click profile located at the bottom of the left sidebar click the api access tab click the add token button enter a label for the api token select organizations\ read from the scope dropdown click save 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 //docs axelor com/connect/2 2/getting started/configuration html create the connection in {{product name}} https //www make com/en/register , add the axelor 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 axelor account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page axelor modules after connecting to the axelor app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add attachment this action lets you attach one or more metafiles from a selected model to an existing record using its id create / update record this action enables the user to create a new record or update an existing record within the specified data model create custom record this module allows you to create new records for your custom data models create record create a new entry in your selected database or application delete record the advanced delete service enables you to remove multiple records from your database at once file download this action enables you to download a specific file from a document management system (dms) using its unique id file listing this module allows you to retrieve a list of all files located within a specified directory find records retrieve all records from a specific data model instant deleted record triggers when a record is permanently removed from your axelor application list attachments this search module retrieves and displays all attachments linked to a specific record, requiring you to select the appropriate model and the corresponding record make a business service call enables you to connect to and use custom web services that have been developed within your axelor erp system make an api call executes a custom api request to the connected service using your authorized credentials read a record retrieve detailed information from a specific record run action this action enables you to run specific xml actions in axelor by specifying a list of actions in an array along with the required context information search records the advanced search service enables you to find specific records by applying detailed and customizable search criteria update custom record this module allows you to update existing records in your custom data model update record update the details of an existing record in your database upload file this action enables you to upload a single file and automatically generate a corresponding metafile record watch new / updated records monitors and detects when new records are created or existing records are updated watch a new record monitors and detects when new records are added 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}} axelor resources you can have access to more resources related to this app on the following links https //axelor com/ https //docs axelor com/connect/2 2/connect modules/index html https //www make com/en/integrations/axelor