CRM and Sales tools
eWay-CRM
6min
with eway crm modules in make, you can create, update, retrieve, search, and delete companies, contacts, deals, journals, projects, tasks, and search drop down menu values to get started with eway crm, create an account at eway crm com https //www eway crm com/ refer to the eway crm api documentation https //github com/eway crm/php lib for the list of available endpoints connect eway crm to make to establish the connection log in to your make account, add any eway crm 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 host drop down list, select the host type you can find the host type in the browser address bar for example, https //free eway crm com/12345/ , where free is the host type in the zone drop down list, select the domain (zone) you can find the domain in the browser address bar for example, https //free eway crm com/12345/ , where com is the zone in the user id field, type your user id in eway crm you can find the user id in the browser address bar for example, https //free eway crm com/12345/ , where 12345 is the user id optional switch on the show advanced settings toggle and enter your custom app client credentials to get cliient credentials, contact eway crm support team from your account click save if prompted, authenticate your account and confirm the access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more eway crm modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build eway crm {{scenario plural}} after connecting the app, you can perform the following actions companies create a company update a company get a company search companies delete a company contacts create a contact update a contact get a contact search contacts delete a contact deals create a deal update a deal get a deal search deals delete a deal journals create a journal update a journal get a journal search journals delete a journal projects create a project update a project get a project search projects delete a project tasks create a task update a task get a task search tasks delete a task drop down menu values search drop down menu values other make an api call