Flexie CRM

The Flexie CRM modules allow you to monitor, create, update, send, retrieve, list, and delete the deals, leads, contact, accounts, and custom entities in your Flexi CRM account.

Prerequisites

To connect your Flexie CRM account to Make you need to obtain the API Key from your Flexie CRM account and insert it in the Create a connection dialog in the module.

1. Log in to your Flexie CRM account.

2. Click Your Account Name > Accounts > API Settings.

3. Copy the API Key to your clipboard.

4. Go to Make and open the Flexie CRM module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Subdomain field, enter your Flexie CRM account's domain name. For example, if your account's URL address is https://www.xyz.flexi.io then your subdomain is xyz.

7. In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

1. Open the Universal Trigger module, establish a connection, click Save and copy the URL address to your clipboard. Click OK and save the trigger.

2. Log in to your Flexie CRM account. Click Workflows > enter a name for the workflow > Click Apply. In the Published section, select Yes.

3. Click Workflow Engine, click Entity Engine and select the events for which you want to receive the triggers.

4. In the Actions sections, click Webhooks. Enter a name for the webhook, in the URL field, add the URL address copied in step 1, fill in the other field details as required, and click Add.

5. Connect the workflows using the connector, and Click Done.

6. Click Save and Close.

You have successfully added the webhooks.