Content Snare

content snare streamlines the process of collecting and organizing information from clients integrating with make com allows users to automate client data requests, reminders, and content approvals directly within their existing business workflows this is ai generated content based on official content snare documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //contentsnare com/contact/ directly requirements to use the content snare app in make, you must have an active content snare account and create an application in the api settings to obtain oauth credentials, https //contentsnare com for subscription, refer to the https //contentsnare com connect content snare and {{product name}} to get started, you must first create a connection between content snare and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your content snare account create the connection in make obtain your oauth2 credentials in your content snare account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your content snare account to obtain your oauth2 credentials click your avatar in the top navigation click settings select integrations from the sidebar click api click create a new application enter your application name enter your application description enter the callback uri https //www integromat com/oauth/cb/content snare copy the client id displayed on screen copy the client secret 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 //contentsnare com/help/knowledge base/content snare api/ create the connection in {{product name}} https //www make com/en/register , add the content snare 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 content snare account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page content snare modules after connecting to the content snare app, you can choose from a list of available modules to build your {{scenario plural lowercase}} approve all submitted fields approves all fields that have been submitted for review within a specific request create a client adds a new client record to your account create a page creates a new page within your selected workspace or project create a request creates a new request record in the connected application create a section creates a new section within your document or workspace create a team member adds a new user as a team member to your account delete a client permanently removes a specified client from your account delete a request permanently removes a specified request from the system delete a team member removes a specified team member from your team get a client retrieves detailed information about a client using their unique id get a request retrieves the details of a request using its unique id get a team member retrieves detailed information about a team member using their unique id list clients retrieves a list of all clients stored in your account list communication templates retrieves a list of available communication templates from your account list page templates retrieves a list of available page templates from your account list request templates retrieves a list of available request templates from your account list requests retrieves a list of all existing requests from your account list section templates retrieves a list of available section templates that you can use in your documents list team members retrieves a list of all members belonging to a specified team make an api call executes a custom api request to the connected service using your authorized credentials review a field approves or rejects a specified field based on predefined criteria review an answer approves or rejects a selected answer in multi answer fields submit all fields for review submits all completed fields in the request form for a review process update a client updates the details of an existing client update a request updates the details of an existing request update a team member updates the details or information of an existing team member watch added comments triggers when a new comment is added to an item or record watch all fields completed triggers when every required field in a form or record has been filled out watch approved fields triggers when a specific field within a record or form receives approval watch archived requests triggers when a specific request is moved to the archived status watch completed fields triggers when a user finishes filling out a specific field in a form watch completed requests triggers when a request has been fully processed and its outcome is finalized watch deleted clients triggers when a client record is permanently removed from your system watch deleted requests triggers when an existing request is permanently removed from the system watch deleted team members triggers when a team member is removed from your organization or team watch new clients triggers when a new client record is added to your system watch new requests triggers when a new request is submitted in your connected application watch new team members triggers when a new user is added to your team watch published requests triggers when a new request is published in your account watch rejected fields triggers when a specific field in a form or record is marked as rejected watch updated clients triggers when any information about an existing client is modified watch updated kanban column triggers when any changes are made to a kanban column, such as its name or position watch updated requests triggers when any changes are made to an existing request watch updated team members triggers when any details of a team member are changed or modified 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}} content snare resources you can have access to more resources related to this app on the following links https //community make com/search?q=content%20snare https //contentsnare com https //api contentsnare com/partner api/v1/documentation https //www make com/en/integrations/content snare