CRM and Sales tools
Canix by Maxmel Tech
24 min
canix is an erp and seed to sale software for the cannabis industry, offering real time data, compliance, inventory, and business tools integrating with make com enables automated workflows, improved data syncing, and streamlined cannabis supply chain management this is ai generated content based on official canix documentation the content may still contain errors—please verify important information if you have questions, contact canix support directly how to get support on canix canix 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=canix\&app slug=canix community\&app unique id=canix kj1hf6 requirements to use the canix app in make, you must have an active canix account and an api key, create your account on canix app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button 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 method api keys api keys instructions you need to generate your api key login to your canix account navigate to the api section in your account settings locate the option to generate a new api key generate the api key and note the generated api key for future use 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=canix\&app slug=canix community\&app unique id=canix kj1hf6 create the connection in {{product name}} log in in your make account , add the canix 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 canix 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 page canix modules after connecting to the canix app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add item standard cost adds a specific standard cost value to an item within your inventory system, helping you track and manage item costs more accurately create item files generates new files associated with a specific item you choose within the system create item photos generates photos for a specific item within the service, allowing you to visually represent your products or listings create a job creates a new job using the details and parameters you provide, allowing you to set up and manage specific tasks according to your needs create a purchase order creates a new purchase order in the system, allowing you to initiate and manage orders for goods or services directly from your workflow create a sales order adds a brand new sales order to your system, allowing you to record and manage customer purchases efficiently create an item adds a new item to the service you choose, allowing you to easily create and store new entries within that specific platform delete an item removes a specific item from the chosen service, helping you keep your data organized and up to date get customers fetches a complete list of all customers stored in the service, allowing you to view and manage customer details easily get items fetches and lists all available items from the service, allowing you to view the complete collection in one place get purchase order contents this module allows you to fetch and view all the details of a specific purchase order using its unique id get purchase orders retrieves a complete list of all your purchase orders, allowing you to view and manage every order in your account get sale order contents fetches and displays detailed information about a specific sale order, including all its contents and related data get sale order payments fetches and displays detailed information about payments made for sales orders, helping you keep track of all transactions related to your sales get sales orders fetches a complete list of all your sales orders, allowing you to view and manage every order in your system get a customer fetches detailed information about a particular customer, such as their contact details and account data get a job status fetches and displays detailed information about the current status of a particular job, helping you track its progress or completion get a purchase order fetches a specific purchase order, allowing you to view its details or take further actions such as processing or updating it get a sale order fetches detailed information about a specific sale order from the system, allowing you to view its contents and status get an item fetches a specific item from the database or service based on your selection make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access features or data not covered by the standard modules update a sale order updates an existing sale order by applying new details or changes, allowing you to keep your order information accurate and up to date update a sale order status name this module lets you change the status name of a specific sale order, making it easy to keep your order records up to date update an item updates the details of an existing item within the chosen collection watch customers triggers when a brand new customer profile is added to your system, allowing you to automatically take action whenever a new customer signs up or is registered watch items triggers whenever new items are added, allowing you to automatically take action each time something new becomes available watch purchase orders triggers whenever a brand new purchase order is added to your system, allowing you to kick off automated workflows as soon as an order is created watch sales orders triggers whenever a brand new sales order is added to your system, allowing you to automatically start workflows whenever a customer places an order 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