FieldPulse by Maxmel Tech

fieldpulse is a field service management platform offering scheduling, invoicing, and crm tools for service businesses integrating with make com enables automation of workflows, improving efficiency and connectivity between fieldpulse and other business applications 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 fieldpulse support 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, create your account on fieldpulse app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 obtain your api key from fieldpulse support login to your fieldpulse platform using your credentials contact fieldpulse support by either emailing support\@fieldpulse com or using the chat feature in the bottom right corner of your screen request an api key for integration purposes 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}} log in in your make account , 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 connect an application 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 new customer to your account, allowing you to store and manage their information for future interactions or transactions create a job creates a brand new job entry, allowing you to add all the necessary details for a new job within your system delete a customer permanently removes a selected customer from your records delete a job removes a specific job from your account, permanently deleting it from your list of jobs get a customer fetches detailed information about a specific customer, allowing you to view all their stored data get a job fetches comprehensive information about a particular job, including its status and related details make an api call allows you to make a custom api request to the service using your authorized account, giving you the flexibility to access endpoints and features not covered by the standard modules search customers searches your database to find customers that match specific criteria you provide 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 in your system watch customers triggers and starts your scenario whenever a new customer record is added to your system, allowing you to automate actions in response to each new customer signup watch new jobs triggers whenever a new job is created and matches the specific status you choose, allowing you to take action based on that job’s current stage watch updated jobs triggers when a job is updated to a specific status you choose, allowing you to take action whenever a job’s progress changes to that particular state templates you can look for more templates in make's template gallery , 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 fieldpulse website fieldpulse documentation fieldpulse api documentation fieldpulse page on make