coreBos

corebos is an open source crm platform for managing sales, marketing, and customer support integrating corebos with make com enables users to automate lead management, synchronize contacts, and trigger workflows based on crm events this is ai generated content based on official corebos documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //corebos com directly requirements to use the corebos app in make, you must have an active corebos account with valid user credentials, https //corebos com for subscription, refer to the https //corebos com connect corebos and to get started, you must first create a connection between corebos and , allowing the two services to communicate obtain your basic in your corebos account create the connection in make obtain your basic in your corebos account before you create the connection in , you should first obtain your basic in your corebos account to obtain your basic navigate to your user profile by clicking on your username or profile icon after logging in click on my preferences copy the access key displayed in the my preferences section you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, https //corebos com/docs grav/developer guide/webservice development/login create the connection in https //www make com/en/register , add the corebos module to your , 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 corebos account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page corebos modules after connecting to the corebos app, you can choose from a list of available modules to build your create object create a new record of the specified object type in your chosen application delete object removes a specified object from the system using its unique id and object type relate objects associate the chosen objects with each other within your system retrieve object fetch a specific object and its details from your account revise object update the details of a specific object by providing its id and type search object retrieves objects of the selected type that match the specified criteria from your data source update object updates the details of a specified object using its unique id and object type templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created corebos resources you can have access to more resources related to this app on the following links https //community make com/search?q=corebos https //corebos com https //corebos com/docs grav/developer guide/webservice development/manual/intro https //www make com/en/integrations/corebos