Business Operations and ERPs
FMX by Maxmel Tech
33 min
fmx is a facilities and maintenance management platform for streamlining operations, asset tracking, and scheduling integrating fmx with make com enables automated work order creation, asset updates, and real time maintenance notifications across multiple business systems this is ai generated content based on official fmx documentation the content may still contain errors—please verify important information if you have questions, contact https //www gofmx com directly how to get support on fmx fmx 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=fmx\&app slug=fmx community\&app unique id=fmx 4nbpm8 requirements to use the fmx app in make, you must have public api access which may require an active fmx account, https //www gofmx 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/fmx community/ click the install button follow the on screen instructions to complete the setup connect fmx and {{product name}} to get started, you must first create a connection between fmx and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0 oauth 2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access note the generated client id and client secret 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=fmx\&app slug=fmx community\&app unique id=fmx 4nbpm8 create the connection in {{product name}} https //www make com/en/register , add the fmx 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 fmx account 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 fmx modules after connecting to the fmx app, you can choose from a list of available modules to build your {{scenario plural lowercase}} approve a work request approves a specific work request within the system, confirming that it meets the necessary criteria and allowing it to move forward in the workflow create a user adds a new user account to the system, allowing the person to access and use its features create a work request creates a brand new work request in the system, allowing you to initiate and track tasks or projects from the very beginning create a work task creates a brand new work task, allowing you to specify details such as the task name, description, and other relevant information create an accounting account creates a new accounting account within the chosen system, allowing you to manage and track financial transactions more efficiently create an attachment adds a new file attachment to a selected entry, allowing you to include documents, images, or other files with that entry create an inventory creates a detailed inventory list for a selected group of items or products, helping you keep track of what you have in stock decline a work request politely rejects a specific work request within the system, ensuring that the request is marked as declined and will not proceed further delete a purchase order payment removes a specific payment that has been made toward a purchase order from the system delete a user permanently removes a selected user from your account or organization within the service delete a work request permanently removes a selected work request from your system, ensuring it is no longer available or tracked delete an accounting account permanently removes a selected accounting account from your system, ensuring it is no longer available for future use or reference delete an attachment removes a selected attachment from the source you specify, helping you keep your files and data organized finalize a work request this module completes a work request by marking it as finished, signaling that all tasks associated with the request have been successfully completed get accounting accounts retrieves detailed information about specific accounting accounts, helping you access all the relevant data you need for your financial records get attachments fetches and lists all available attachments, allowing you to access every file linked to your selected item or record get inventories fetches a complete list of all inventory items available in the service, allowing you to view detailed information about each item get invoices fetches a complete list of all invoices from your account, allowing you to view and manage your billing records in one place get purchase orders fetches a complete list of all purchase orders from your account, allowing you to view and manage every order in one place get users fetches a complete list of all user accounts from the service, allowing you to view details for every registered user get work requests fetches a complete list of all work requests from the service, allowing you to view and manage every request that has been submitted get work tasks fetches a complete list of all work tasks, allowing you to view and manage every task currently available in your workspace get a purchase order fetches detailed information about a specific purchase order using the provided id get a user fetches detailed information from a user’s profile, such as their name, contact details, and other relevant account information get a work request fetches detailed information about a specific work request, allowing you to view its current status and related details get a work task fetches a specific work task from the system based on the details you provide, allowing you to easily access the exact task you need get an accounting account fetches detailed information about a specific accounting account from the service get an attachment fetches a particular attachment from the service, allowing you to access and use the exact file you need get an inventory fetches a detailed list of inventory items from the service, allowing you to view all available products and their current stock levels get an invoice fetches a specific invoice from the service, allowing you to view all its details make an api call executes a custom api request to the selected service, allowing you to interact with any available endpoint using your own parameters and authorization pay a purchase order processes the payment for a selected purchase order within the system, ensuring that the specified order is marked as paid place a hold on a work request puts a hold on a specific work request in the system, temporarily pausing any further action or processing for that request remove hold for a work request removes a hold placed on a specific work request, allowing the request to proceed to the next stage in the workflow resolve a work request this module helps you finish a work request by carrying out the required actions and automatically updating its status in the system respond to a work request enables you to reply to a work request by submitting the required details or confirming the requested action start work for a work request starts a new task or job based on the details of a specific work request, allowing you to begin processing or handling that request stop work for a work request stops ongoing work associated with a specific work request in the system, effectively pausing or ending all related activities for that request update a purchase order payment updates the payment information for a particular purchase order, allowing you to modify details such as payment method, status, or transaction references update a user updates an existing user’s details with the information you provide, allowing you to keep user profiles accurate and up to date update a work request updates an existing work request by applying new information or changes to its details update a work task allows you to update an existing work task by changing its details, such as the description, due date, or status update an accounting account updates an existing accounting account by applying the specific details you provide, allowing you to keep your account information accurate and up to date update an inventory updates an existing inventory record by applying new information or modifications, helping you keep your inventory details accurate and up to date watch invoices this module activates whenever a brand new invoice is generated, allowing you to automatically kick off workflows or actions each time an invoice is issued watch purchase orders this module activates whenever a new purchase order is added or when an existing purchase order is modified, allowing you to easily track and respond to changes in your purchase orders watch users triggers whenever a new user account is added, allowing you to automatically start workflows whenever someone signs up or is registered in your system 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}} fmx resources you can have access to more resources related to this app on the following links https //www gofmx com https //help gofmx com/hc/en us https //www gofmx com/features/rest api/ https //www make com/en/integrations/fmx community