CRM and Sales tools
Connecteam by Maxmel Tech
15 min
connecteam is a mobile first employee management platform for deskless and multi location teams, centralizing operations, communication, hr, and scheduling integrating with make com enables automated workflows, boosting productivity and streamlining workforce management for diverse industries this is ai generated content based on official connecteam documentation the content may still contain errors—please verify important information if you have questions, contact connecteam support directly how to get support on connecteam connecteam 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=connecteam\&app slug=connecteam community\&app unique id=connecteam llpg8y requirements to use the connecteam app in make, you must have an active account on the expert plan and an api key, create your account on connecteam 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 connecteam and {{product name}} to get started, you must first create a connection between connecteam and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your secret api key log in to your connecteam profile go to settings select api keys click on add api key to generate a new key retrieve your secret api key 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=connecteam\&app slug=connecteam community\&app unique id=connecteam llpg8y create the connection in {{product name}} log in in your make account , add the connecteam 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 connecteam 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 connecteam modules after connecting to the connecteam app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create jobs creates one or more new jobs in your selected system, allowing you to initiate specific tasks or processes automatically create shifts creates one or more shifts based on the specific details you provide, allowing you to easily schedule work periods that meet your requirements create a task creates a brand new task, allowing you to specify details such as the task name, description, and other relevant information get a form submission fetches detailed information from a specific form submission, allowing you to view all the responses and data submitted through that form make an api call executes a custom api request to the connected service, allowing you to interact with any supported endpoint using your authorized account search jobs searches for job listings that match your specified criteria search time activities retrieves a detailed list of time activities recorded under a specific time clock, including both shift times and any manual breaks taken search users fetches and displays a detailed list of every user linked to your account, allowing you to view information about all account members update a job modifies the details of an existing job, allowing you to update information such as job title, description, status, or other related fields watch form submissions monitors your form for any new submissions and triggers when someone fills out and submits the form watch shifts monitors and notifies you whenever a new shift is created, so you can stay updated on the latest scheduling changes templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} connecteam resources you can have access to more resources related to this app on the following links connecteam topics on make community connecteam website connecteam documentation connecteam api documentation connecteam page on make