Custify

with custify modules in {{product name}} , you can manage the people, companies, notes, tags, tickets, tasks, events, requests, comments, deals, invoices, subscriptions, files, and custom data objects in your custify account to use the custify modules, you must have a custify account you can create an account at custify com https //www custify com/ refer to the custify api documentation https //docs custify com/ for a list of available endpoints connect custify to {{product name}} to establish the connection, you must custify /#obtain your api key in custify custify /#establish the connection with custify in make obtain your api key in custify to obtain your api key from your custify account log in to your custify account in the upper right corner, click your account name > my account in the left sidebar, click api access click generate api key in the description field, enter a name for the api key and click generate copy the api key value shown and store it in a safe place you will use this value in the api key field in {{product name}} establish the connection with custify in make to establish the connection in {{product name}} log in to your {{product name}} account, add a custify module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection in the api key field, enter the api key copied above click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your make and add more custify modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build custify {{scenario plural}} after connecting the app, you can perform the following actions people watch people add people update people get people search people delete people add a tag to the people remove a tag from the people companies watch companies create a company update a company get a company search companies list company people delete a company notes watch notes create a note update a note list notes tags watch tags create a tag get a tag update a tag list tags delete a tag add a tag to the entity remove a tag from the entity tickets create a ticket update a ticket delete a ticket add a reply to the ticket tasks create a task update a task get a task search tasks get available filter values events insert an event requests send a batch request comments watch comments create a comment update a comment list comments deals watch deals create a deal update a deal list deals delete a deal invoices watch invoices create an invoice update an invoice list invoices delete an invoice subscriptions watch subscriptions create a subscription update a subscription list subscriptions delete a subscription other make an api call upload a file list files unlink a file add or update a custom data object delete a custom data object