CRM and Sales tools
Betterez by Maxmel Tech
46 min
with betterez modules in make, you can automate travel bookings, update customer information, manage locations, and handle payments directly within your transportation business workflows this is ai generated content based on official betterez documentation the content may still contain errors—please verify important information if you have questions, contact https //www betterez com/contactus html directly how to get support on betterez betterez 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=betterez\&app slug=betterez community\&app unique id=betterez 8h50wu requirements to use the betterez app in make, you must have an active betterez account and an api key, https //betterez com 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/betterez community/ click the install button follow the on screen instructions to complete the setup connect betterez and {{product name}} to get started, you must first create a connection between betterez and {{product name}} , allowing the two services to communicate you can connect using the following method api key,basic auth api key instructions you need to create a new application to obtain your api keys log into your betterez backend click on the administration menu either start typing 'applications' and click that link, or click on 'integrations' if you land on the integrations page, click on the applications card create a new application for your custom development locate the generated public api key for your application basic auth instructions you need to create a new application to obtain your credentials log into your betterez backend click on the administration menu start typing 'applications' and click the link, or click on 'integrations' if on the integrations page, click on the applications card create a new application for your custom development locate your public and private keys for the newly created application 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=betterez\&app slug=betterez community\&app unique id=betterez 8h50wu create the connection in {{product name}} https //www make com/en/register , add the betterez 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 betterez account 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 betterez modules after connecting to the betterez app, you can choose from a list of available modules to build your {{scenario plural lowercase}} authenticate a user this module securely verifies a user's identity by using the basic authentication method, which checks the provided username and password before granting access close a shift closes an active shift for the selected user, marking the end of their current work period create credentials sets up login credentials (such as username and password) for newly registered customers, allowing them to access their accounts securely create multiple users adds new user records or updates existing ones in bulk, allowing you to efficiently manage multiple users at once create a comment adds a comment to a specific entry or post, allowing you to share feedback or additional information directly within that item create a customer login creates a unique login specifically for a customer, allowing them secure access to their account or services create a location closure creates a closure at a specific location, marking that area as temporarily unavailable or inaccessible for a set period create a manual ticket creates and adds a manual ticket to a specific shift, allowing you to track or record additional ticket information for that shift create a person adds a new person to your database and provides the details of the created entry create a shift creates a new work shift for a specific user, allowing you to schedule when that user is expected to work create a shift deposit creates a deposit linked to the specified shift id and returns the details of the newly created deposit create a shift starting balance sets up an initial balance amount at the beginning of a shift, helping you track cash or funds as the shift starts create a traveler creates a new traveler profile linked to the specified customer id, allowing you to manage traveler details for that customer create a user sequence generates a list of users that match the criteria you define, making it easy to organize and work with specific groups create a verified email generates a new email address, verifies its authenticity, and then provides you with the confirmed email delete a customer permanently deletes a customer record from your database, ensuring that all associated customer information is removed delete a traveller permanently removes the specified traveler from your system using their unique traveler id delete a user permanently removes a specific user, identified by their unique id, from your people lookups database delete a user by id permanently removes a specific user from your system using their unique id get deposits retrieves a detailed list of all deposits associated with a specific shift id get fees retrieves detailed fee information associated with a specific shift id get gift certificates retrieves all gift certificates associated with the specified shift id, allowing you to view details about the gift certificates issued or used during that particular shift get insurances retrieves detailed insurance information associated with a specific shift id get invoices retrieves all invoices associated with a specific shift id, allowing you to view detailed billing information for that particular shift get items retrieves a list of all items associated with a specific shift id, allowing you to see the details of what was included in that particular shift get manual tickets retrieves all manual tickets associated with a specific shift id, allowing you to view detailed information about tickets created manually during that shift get parcels retrieves a list of parcels associated with the specified shift id, allowing you to view all parcels assigned to that particular shift get payments retrieves a list of all payments associated with a specific shift id, giving you detailed information about the payments made during that shift get redeemable items retrieves a list of items that can be redeemed during a specific shift, based on the provided shift id get refunds retrieves a list of refunds associated with a specific shift id, allowing you to see all refunds processed during that particular shift get shifts fetches and displays all scheduled shifts associated with your account, allowing you to view details about each shift get tickets retrieves all tickets associated with a specific shift id, allowing you to view detailed information about each ticket for that particular shift get transactions retrieves a detailed list of all transactions associated with the specified shift id get a commission retrieves detailed information about the commission associated with the specified id get a location fetches detailed information about a particular location, such as its address, coordinates, and other relevant details get a merge id for customers fetches the unique merge id assigned to a customer, which can be used to identify and manage merged customer records get a person finds and displays detailed information about a specific person using their unique id get a sales summary retrieves a detailed sales summary for a specific shift by using its shift id get a sequence retrieves all sequences that are assigned to a specific user based on their user id to use this module, you'll need to authenticate with a jwt token get a shift for backoffice retrieves the current active shift assigned to a user who has shift scheduling enabled, allowing you to see when they are currently working get a traveller retrieves detailed information about a specific traveller based on the provided id get a user sequence retrieves detailed information about a specific user sequence using both the user id and sequence id to access this data, authentication with jwtauth is required get a user by id fetches detailed information about a specific user from the service by using their unique user id get a verified email retrieves and confirms the validity of an email address by checking if it is verified get an invoice by id retrieves detailed information about the invoice associated with the specified id impersonate a user generates a valid jwt token that allows you to impersonate an eligible user please note that both your account and the user you want to impersonate may need specific permissions for this action to work list account users retrieves a detailed list of all users associated with your account by using the api key provided in the x api key header list customers retrieves detailed information about customers based on their specific customer ids list invoices retrieves a list of all invoices associated with a specific customer id, making it easy to view and manage invoices for that particular customer list location closures retrieves a detailed list of all location closures associated with your account, helping you keep track of every closed location list people retrieves a list of people who are available for lookups under the specified account id, making it easy to see who can be searched or referenced within that account list travellers retrieves a detailed list of all travellers, including their relevant information list verified emails fetches and displays a list of all email addresses that have been verified in your account make an api call allows you to send a custom request to the service’s api, giving you flexibility to access features or data that aren’t covered by the standard modules merge customers combines one or more selected source customer records into a single destination customer record, consolidating their information for easier management patch a user executes a specific action on a sequence that you identify by its unique sequence id set customer password allows you to set or update a customer's password, giving them access to their account update customer info updates a customer's details—such as their name, contact information, or other specified fields—based on the parameters you set update location closure updates the open or closed status of a specific location, allowing you to mark whether a place is currently open for business or temporarily closed update a customer updates the information for an existing customer, such as their name, contact details, or address update a person updates the details of an existing person and provides the newly updated information in response update a shift updates the details of an existing shift and then returns the updated shift information update a user updates an existing user by changing the specific details or properties you provide, such as their name, email, or other profile information update a user sequence updates the specified sequence for a particular user id and returns the updated sequence details update a verified email updates an existing, verified email address in your account to a new one update an indicated traveller updates the information for a specific traveler in the system, allowing you to modify their details as needed watch customers triggers and starts your scenario whenever a new customer record is created in your connected app watch location closures triggers whenever a location is marked as closed, allowing you to take action whenever a location’s status changes to closed watch people triggers when a new person record is added, allowing you to start workflows whenever someone new is created in your system watch travellers triggers when the system identifies a new traveller, allowing you to take action whenever someone new is detected 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}} betterez resources you can have access to more resources related to this app on the following links https //betterez com https //startintegrate com/apps/travel/betterez 8h50wu https //www make com/en/hq/app invitation/8c477e9ba100094c0a86f95880bf6029 https //www make com/en/integrations/betterez community