Flowlu

flowlu is an all in one business management platform offering crm, project management, invoicing, financials, and collaboration tools integrating flowlu with make com enables automated syncing of tasks, deals, invoices, and project updates across other business apps this is ai generated content based on official flowlu documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www flowlu com/ directly requirements to use the flowlu app in make, you must have an active flowlu account and an api key, https //www flowlu com/ for subscription, refer to the https //www flowlu com/ connect flowlu and {{product name}} to get started, you must first create a connection between flowlu and {{product name}} , allowing the two services to communicate obtain your api key in your flowlu account create the connection in make obtain your api key in your flowlu account before you create the connection in {{product name}} , you should first obtain your api key in your flowlu account to obtain your api key navigate to portal settings in your flowlu account click main settings click api settings click create to generate a new api key select agile projects as the application, specify the name, and save copy the api key displayed on 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 //www flowlu com/help/articles/338 1639 359 integration with zendesk support/ create the connection in {{product name}} https //www make com/en/register , add the flowlu 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 flowlu account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page flowlu modules after connecting to the flowlu app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a calendar creates a new calendar within your selected account create a pipeline creates a new pipeline within your selected project create a task creates a new task in your selected project or workspace create an account creates a new user account within the specified application or service create an account type creates a new type of user account within your system create an opportunity creates a new sales opportunity record in your crm system create an opportunity source creates a new source for tracking sales opportunities create an opportunity stage creates a new stage for tracking the progress of an opportunity in your sales pipeline delete a calendar permanently removes a specified calendar from your account delete a pipeline deletes a specified pipeline from your account delete a task permanently removes a specified task from your account delete an account deletes a specified user account from your system delete an account type permanently removes a specified account type from your system delete an opportunity permanently removes a selected opportunity from your account delete an opportunity source permanently removes a specified opportunity source from your account delete an opportunity stage permanently removes a specified opportunity stage from your account get a calendar fetches the details of a specified calendar from your account get a pipeline fetches the details of a specified existing pipeline get a task fetches the details of a specific, existing task from your account get an account fetches detailed information about a specified existing account get an account type fetches detailed information about a specified account type get an opportunity fetches the details of a specific existing opportunity from your account get an opportunity source fetches detailed information about a specific opportunity source that already exists get an opportunity stage fetches the details of a specific opportunity stage that already exists in your system make an api call executes a custom api request to the connected service using your authorized credentials search account types searches for specific account types or retrieves a complete list of all available account types search accounts searches for specific accounts or retrieves a list of all available accounts search calendars searches for specific calendars or retrieves a list of all available calendars search opportunities searches for specific opportunities or retrieves a complete list of all available opportunities search opportunity sources searches for specific opportunity sources or retrieves a complete list of all available opportunity sources search opportunity stages searches for specific opportunity stages or retrieves a complete list of all opportunity stages search pipelines searches for specific pipelines based on given criteria or retrieves a complete list of all available pipelines search tasks searches for specific tasks or retrieves a complete list of all tasks update a calendar modifies the details of a specified calendar that already exists update a pipeline updates the details or configuration of a specified existing pipeline update a task modifies the details of an existing task update an account updates the details of an existing account with new information update an account type modifies the details of a specified account type update an opportunity updates the details of a specific existing opportunity in your account update an opportunity source modifies the details of a specified opportunity source update an opportunity stage updates the stage of a specified opportunity to a new value 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}} flowlu resources you can have access to more resources related to this app on the following links https //community make com/search?q=flowlu https //www flowlu com/ https //www flowlu com/api/ https //www make com/en/integrations/flowlu