CRM and Sales tools
Fieldwire by Maxmel Tech
24 min
fieldwire is a construction management platform that streamlines task coordination, plan viewing, and team communication integrating with make com enables automated workflows, connecting fieldwire with other tools to boost productivity and reduce manual data entry for construction teams this is ai generated content based on official fieldwire documentation the content may still contain errors—please verify important information if you have questions, contact https //fieldwire com directly how to get support on fieldwire fieldwire 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=fieldwire\&app slug=fieldwire community\&app unique id=fieldware bf99fu requirements to use the fieldwire app in make, you must have an active fieldwire account and a valid json web token jwt, https //fieldwire 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/fieldwire community/ click the install button follow the on screen instructions to complete the setup connect fieldwire and {{product name}} to get started, you must first create a connection between fieldwire and {{product name}} , allowing the two services to communicate you can connect using the following method api key,bearer token api key instructions you need to acquire your api token, also referred to as a refresh token, from your account page log in to your fieldwire account navigate to your account page locate the section for api access or api tokens acquire your api token, also called a refresh token bearer token instructions you need to acquire a refresh token (also called api token) from your account page and use it to generate an access token login to your fieldwire account navigate to your account page locate and acquire your refresh token (also referred to as api token) store the refresh token securely for future use 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=fieldwire\&app slug=fieldwire community\&app unique id=fieldware bf99fu create the connection in {{product name}} https //www make com/en/register , add the fieldwire 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 fieldwire 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 fieldwire modules after connecting to the fieldwire app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a project creates a brand new project, allowing you to start organizing tasks, files, and details for your next initiative create a submittal creates and submits a new project submittal, allowing you to initiate and track project documentation or proposals within your system create a task creates a brand new task in your selected app, helping you organize and track your work more efficiently create an attachment adds a new file or document as an attachment to a specific project delete a project permanently removes a selected project from your account, including all its associated data delete a project attachment removes a specific attachment from a selected project delete a submittal permanently removes a specific submittal from your account delete a task permanently removes a selected project task from your workspace, ensuring it is no longer available or visible in your project list get a project fetches and displays detailed information about a specific project get a project activity fetches detailed information about a specific project activity, allowing you to view all relevant details for that particular activity get a project attachment fetches a specific attachment from a selected project, allowing you to access detailed information or download the file as needed get a project task fetches detailed information about a specific project task, giving you all the key details related to that particular task get a submittal fetches detailed information about a specific project submittal, allowing you to view all its associated data list project attachments fetches and displays all the files and documents attached to a specific project, allowing you to easily view and manage your project’s attachments list project submittals fetches and displays a detailed list of all submittals associated with a specific project, allowing you to review and manage submitted documents or items efficiently list project templates fetches and displays a list of all project templates available in your account, making it easy for you to view and choose from your saved templates list projects fetches and displays a list of all projects associated with your account, allowing you to view and manage your existing projects easily list tasks fetches and displays all the tasks associated with a specific project, allowing you to view and manage the project's task list easily make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules restore a project attachment restores a specific attachment that was previously removed from a project, making it accessible again restore a task brings a previously deleted or archived task back to its active state, making it available for you to work on again transfer a project this module allows you to move a project from your account to another user’s account, making it easy to hand off ownership or collaborate with teammates transition a submittal moves a submittal forward to the next step in its workflow, updating its status to the next stage update a project allows you to modify and update the information or settings of a project that already exists update a submittal updates the details of an existing project submittal, allowing you to modify information such as status, documents, or other relevant fields within your project update a task updates the details of an existing project task, allowing you to modify information such as the task name, description, status, or due date watch tasks triggers whenever the status of a task is updated, such as when it moves from "in progress" to "completed" or any other status change 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}} fieldwire resources you can have access to more resources related to this app on the following links https //fieldwire com https //developers fieldwire com/reference/get projects in account https //www make com/en/integrations/fieldwire community