CRM and Sales tools
Canix
23 min
canix streamlines cannabis business operations with tools for compliance, inventory, and reporting; integrating canix with make com automates workflows and connects canix data to hundreds of other apps, saving time and reducing manual work canix is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on canix, reach out to the developer https //f make com/r/w4eaar?app name=canix\&app slug=canix community requirements to use the canix api, you need an active canix account with api access enabled sign up here app installation start by installing the app from the integration page here click the install button and follow the on screen instructions to complete the setup connect canix and {{product name}} to get started, you must first create a connection between canix and {{product name}} , allowing the two services to communicate you can connect using the following methods bearer token bearer token instructions you need to generate your api token and use it as a bearer token for authentication login to your platform using your credentials navigate to the api or developer section in your account settings locate the option to generate a new api token generate the api token the token will be displayed as a string value, often labeled as api token or bearer token copy the generated api token and store it securely when configuring your connection, enter the api token in the field labeled 'bearer token' or 'api token' use this token in the authorization header as 'bearer your api token' when making api requests canix modules after connecting to the canix app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules add item standard cost this module lets you assign a standard cost to a specific item in your inventory, helping you keep your records accurate and up to date create a job this module lets you easily create a new job by entering all the specific details and parameters you need create an item adds a brand new item to the service you choose, making it easy to keep your data up to date create a purchase order this module lets you easily create a new purchase order in your system, helping you keep track of incoming inventory and manage your purchasing process more efficiently create a sales order this module lets you quickly create a brand new sales order in your system, helping you keep track of customer purchases and manage your sales process efficiently create item files creates new files linked to a specific item in your system, making it easy to organize and manage related documents create item photos this module lets you add photos to a specific item in the service, making it easy to keep your records up to date with the latest images delete an item removes a specific item from the service you choose, helping you keep your data organized and up to date get a customer this module lets you look up detailed information about a particular customer, so you can easily access their profile and related data get a job status this module lets you check the current status of a particular job, so you can easily see if it's in progress, completed, or still pending get an item this module lets you quickly find and pull up a specific item from your database or connected service, making it easy to access the exact information you need get a purchase order this module lets you easily access a specific purchase order so you can review its details or take further action as needed get a sale order this module lets you pull up detailed information about a specific sale order from your system update an item this module lets you update details for a specific item within the collection you choose update a sale order this module lets you update an existing sale order by adding new details or making changes to the information already on file update a sale order status name this module lets you change the status name of a specific sale order, helping you keep your sales records up to date searches modules get customers this module fetches a complete list of all customers stored in your account, making it easy to view and manage your customer information in one place get items this module fetches a complete list of items stored in your service, making it easy to access and review everything in one go get purchase order contents this module lets you fetch all the details of a specific purchase order using its unique id, so you can easily review everything included in that order get purchase orders this module lets you fetch a complete list of all purchase orders from your account, helping you keep track of every order in one place get sale order contents this module lets you access all the details and line items included in a specific sale order get sale order payments this module lets you easily pull detailed information about payments made on your sale orders, helping you keep track of all transactions related to your sales get sales orders this module lets you easily pull a complete list of all your sales orders, so you can quickly review and manage every order in your system triggers modules watch customers this module activates whenever a new customer profile is added to your system, helping you stay updated with your latest customer registrations watch items this module automatically notifies you whenever new items are added, so you can stay updated as soon as something new becomes available watch purchase orders this module activates whenever a brand new purchase order is added to your system, so you can automatically kick off workflows as soon as a new order comes in watch sales orders this module activates whenever a new sales order is added, letting you automatically kick off workflows as soon as a sales order is created in your system universals modules make an api call this module lets you make a custom, authorized api request to the canix platform, allowing you to interact with any supported endpoint based on your needs templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} canix resources you can have access to more resources related to this app on the following links canix website canix documentation canix api documentation canix page on make explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, get community tips and tricks reach out to customer care log in to your account and reach out to our agents explore developer resources get to know make api, custom apps and our mcp server explore our blog discover how make helps customers like you