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 customer interactions within their crm 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 {{product name}} to get started, you must first create a connection between corebos and {{product name}} , allowing the two services to communicate obtain your api key in your corebos account create the connection in make obtain your api key in your corebos account before you create the connection in {{product name}} , you should first obtain your api key in your corebos account to obtain your api key navigate to your user profile by clicking on your username in the top navigation bar click on my preferences from the dropdown menu copy the api key displayed in the access key section 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 //corebos com/docs grav/developer guide/webservice development/login create the connection in {{product name}} https //www make com/en/register , add the corebos 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 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 {{scenario plural lowercase}} create object create a new item of the specified object type in your chosen application delete object deletes a specified object from your account using its unique id and object type relate objects establish a relationship between the selected objects retrieve object retrieve a specific object and its details from your account revise object update a specific object by providing its unique id and object type search object retrieves objects of the selected type that meet 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 {{scenario plural lowercase}} 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