Business Operations and ERPs
Bind ERP
14 min
bind is a cloud based erp platform for mexican businesses, offering invoicing, inventory, accounting, and payroll management integrating bind with make com lets users automate invoice creation, synchronize inventory, and streamline accounting workflows directly from their bind account this is ai generated content based on official bind erp documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www bind com mx/ directly requirements to use the bind erp app in make, you must have an active bind erp account and an api key, https //www bind com mx/ for subscription, refer to the https //www bind com mx/ connect bind erp and {{product name}} to get started, you must first create a connection between bind erp and {{product name}} , allowing the two services to communicate obtain your api key in your bind erp account create the connection in make obtain your api key in your bind erp account before you create the connection in {{product name}} , you should first obtain your api key in your bind erp account to obtain your api key click your username in the upper right corner click profile from the dropdown menu click the integrations tab in the profile section enter your password in the provided field click the generate api key button copy the api key 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 //developers bind com mx/tutorials create the connection in {{product name}} https //www make com/en/register , add the bind erp 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 bind erp account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page bind erp modules after connecting to the bind erp app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a prospect creates a new prospect record in your crm system create an activity creates a new activity record in your selected application delete a prospect permanently removes a selected prospect from your database get a prospect retrieves detailed information about a specific prospect list activities retrieves a list of all recorded activities from your account list prospects retrieves a list of potential customer prospects from your database make an api call executes a custom api request to the connected service using your authorized credentials update a prospect updates the details of an existing prospect in your database watch new activity triggers when a new activity is added to your account watch new invoice triggers when a new invoice is created in your account watch new product triggers when a new product is added to your store watch new prospect triggers when a new prospect is added to your database watch new quote triggers when a new quote is created in your account 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}} bind erp resources you can have access to more resources related to this app on the following links https //www bind com mx/ https //developers bind com mx/api details#api=bind erp api\&operation=activities addactivity https //www make com/en/integrations/bind erp