--- title: coreBos slug: corebos description: How to integrate coreBos with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_corebos.png createdAt: 2025-02-03T13:29:13.655Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/corebos.png" alt="coreBos logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [coreBos](https://corebos.com) directly. ::: # Requirements To use the coreBos app in Make, you must have an active coreBOS account with valid user credentials, [create your account on coreBos](https://corebos.com). For subscription, refer to the [coreBos pricing page](https://corebos.com). # Connect coreBos and Make To get started, you must first create a connection between coreBos and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your coreBos account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic in your coreBos account Before you create the connection in Make, you should first obtain your **Basic** in your coreBos account. To obtain your **Basic **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to your** user profile** by clicking on your username or profile icon after logging in. ::: :::WorkflowBlockItem Click on** My Preferences**. ::: :::WorkflowBlockItem Copy the** access key** displayed in the** My Preferences** section. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://corebos.com/docs_grav/developer-guide/webservice-development/login) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the coreBos module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # coreBos modules After connecting to the coreBos app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create Object Create a new record of the specified object type in your chosen application. ::: :::ExpandableHeading ### Delete Object Removes a specified object from the system using its unique ID and object type. ::: :::ExpandableHeading ### Relate Objects Associate the chosen objects with each other within your system ::: :::ExpandableHeading ### Retrieve Object Fetch a specific object and its details from your account. ::: :::ExpandableHeading ### Revise Object Update the details of a specific object by providing its ID and type. ::: :::ExpandableHeading ### Search Object Retrieves objects of the selected type that match the specified criteria from your data source. ::: :::ExpandableHeading ### Update Object Updates the details of a specified object using its unique ID and object type. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # coreBos resources You can have access to more resources related to this app on the following links - [coreBos topics on Make community](https://community.make.com/search?q=coreBos) - [coreBos website](https://corebos.com) - [coreBos API documentation](https://corebos.com/docs_grav/developer-guide/webservice-development/manual/intro) - [coreBos page on make](https://www.make.com/en/integrations/corebos) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::