Flexie CRM

flexie crm is a customizable customer relationship management platform for automating sales, marketing, and support processes integrating flexie crm with make com allows users to automate lead management, contact updates, and workflow triggers directly from their flexie account this is ai generated content based on official flexie crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //flexie io/request a demo directly requirements to use the flexie crm app in make, you must have an active account and an api key, https //flexie io for subscription, refer to the https //flexie io connect flexie crm and {{product name}} to get started, you must first create a connection between flexie crm and {{product name}} , allowing the two services to communicate obtain your api key in your flexie crm account create the connection in make obtain your api key in your flexie crm account before you create the connection in {{product name}} , you should first obtain your api key in your flexie crm account to obtain your api key navigate to the settings section after logging in to your flexie crm account click on the api or integrations tab to locate your api credentials copy the api key displayed on the screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //flexie io/api docs/ create the connection in {{product name}} https //www make com/en/register , add the flexie crm 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 flexie crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page flexie crm modules after connecting to the flexie crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact creates a new contact record in your selected application create a custom entity creates a new custom entity record in your application create a deal creates a new deal record in your selected crm or sales platform create a lead creates a new lead record in your crm or sales platform create an account creates a new user account in the specified application delete a contact permanently removes a specified contact from your account delete a custom entity deletes a specified custom entity from your account delete a deal permanently removes a selected deal from your account delete a lead permanently removes a specified lead from your database delete an account permanently removes a specified user account from the system get a contact retrieves detailed information about a specific contact get a custom entity retrieves detailed information about a specified custom entity get a deal retrieves detailed information about a specific deal get a lead retrieves detailed information about a specific lead get an account retrieves detailed information about a specific account list accounts retrieves a list of all user accounts from your connected service list contacts retrieves a list of all contacts from your account list custom entities retrieves a list of all custom entities from your account list deals retrieves a list of all existing deals from your account list leads retrieves a list of all leads from your account make an api call executes a custom api request to the connected service using your authorized credentials universal trigger triggers when the specific entity you connected the webhook to performs an action or is activated update a contact updates the details of an existing contact in your account update a custom entity updates the details of a specified custom entity in your system update a deal updates the details of an existing deal update a lead updates the details of an existing lead in your system update an account updates the details of an existing account 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}} flexie crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=flexie%20crm https //flexie io https //flexie io/api docs/ https //www make com/en/integrations/flexie crm