CRM and Sales tools
Fieldwire
23 min
fieldwire is a construction jobsite management platform enabling real time collaboration, task tracking, and document management for field and office teams integrating with make com streamlines workflows, automates data sync, and enhances project coordination across other business tools 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 fieldwire support 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 with api access enabled and a refresh token (api token), create your account on fieldwire app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 keys api keys instructions you need to acquire your api token (refresh token) from your account page login to your fieldwire account navigate to your account page locate the section for api access or api tokens if api access is not enabled, follow the instructions provided in the help article to enable api access once api access is enabled, acquire your api token (also referred to as refresh token or api key) store the acquired api 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}} log in in your make account , 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 connect an application 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, resources, and details from scratch create a submittal creates a brand new project submittal, allowing you to submit all the necessary project details and documentation in one step create a task adds a brand new task to your selected project, allowing you to specify details such as the task name, description, due date, and other relevant information 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, ensuring it is no longer accessible delete a task permanently removes a specific task from an existing project 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 project, allowing you to access and work with the exact file you need get a project task fetches detailed information about a specific project task, allowing you to view all its key details get a submittal fetches detailed information about a specific project submittal, allowing you to view all its associated data and status list project attachments fetches and displays all the files and documents attached to a specific project, making it easy to view and manage your project’s attachments list project submittals fetches a detailed list of all submittals associated with a specific project, helping you easily review and manage project documentation list project templates fetches and displays a list of all project templates available in your account, making it easy to view and choose templates for new projects list projects fetches and displays a list of all projects associated with your account, allowing you to view and manage your current projects list tasks fetches and displays all the tasks within 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 service, enabling you to access specific features or data that may not be available through 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, allowing you to continue working on it as usual transfer a project this module allows you to move a project from your account to another user's account, making it easy to transfer ownership and management of the project transition a submittal moves a submittal forward to its next stage in the workflow, helping you keep your project progress up to date 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, description, or attached documents update a task updates the details of an existing project task, allowing you to modify information such as the task’s name, description, status, or other relevant fields watch tasks triggers when the status of a task is updated, allowing you to take action whenever a task moves to a new stage or state templates you can look for more templates in make's template gallery , 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 fieldwire website fieldwire documentation fieldwire api documentation fieldwire page on make