FieldPulse by Maxmel Tech

fieldpulse is an all in one field service management platform offering scheduling, crm, estimates, and invoicing tools integrating with make com enables automation of field operations, boosting efficiency and connectivity for service businesses this is ai generated content based on official fieldpulse documentation the content may still contain errors—please verify important information if you have questions, contact https //fieldpulse com/ directly how to get support on fieldpulse fieldpulse is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=fieldpulse\&app slug=fieldpulse community\&app unique id=field pulse jzd914 requirements to use the fieldpulse app in make, you must have an active account and an api key, https //fieldpulse com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/fieldpulse community/ click the install button follow the on screen instructions to complete the setup connect fieldpulse and {{product name}} to get started, you must first create a connection between fieldpulse and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to request your api key from fieldpulse support login to your fieldpulse account using your credentials contact fieldpulse support by sending an email to support\@fieldpulse com or by using the chat feature in the bottom right corner of your screen request an api key for your integration wait for fieldpulse support to provide you with your api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=fieldpulse\&app slug=fieldpulse community\&app unique id=field pulse jzd914 create the connection in {{product name}} https //www make com/en/register , add the fieldpulse 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 fieldpulse or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page fieldpulse modules after connecting to the fieldpulse app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a brand new customer to your system, capturing their details for future reference and transactions create a job creates a brand new job entry, allowing you to add all the necessary details for a new position within your system delete a customer permanently removes a selected customer from your account, including all their associated details delete a job permanently removes a specific job from your account get a customer fetches detailed information about a specific customer get a job fetches comprehensive information about a particular job, including its status and key details make an api call executes a custom api request to the service, allowing you to interact with any available endpoint using your authorized account search customers finds and retrieves customer records based on your search criteria search jobs searches for job listings based on your specified criteria, helping you find relevant employment opportunities update a customer updates the information for a specific customer, allowing you to modify their details such as name, contact information, or other relevant data update a job allows you to modify the information or settings of a job that already exists, so you can keep your job records up to date watch customers triggers whenever a new customer profile is added to your account, allowing you to automatically start workflows whenever someone signs up or is registered as a new customer watch new jobs triggers whenever a new job is created and matches the specific status you’ve selected, allowing you to take action based on the job’s current state watch updated jobs triggers when a job’s status changes to the specific status you choose, letting you take action whenever a job reaches that stage 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}} fieldpulse resources you can have access to more resources related to this app on the following links https //fieldpulse com/ https //help fieldpulse com/en/ https //documenter getpostman com/view/35988189/2sa3xlejfd#42448556 bffc 48f0 99fd 2e15da1a2a0f https //www make com/en/integrations/fieldpulse community