Business Operations and ERPs
Interprise Suite by Maxmel Tech
16 min
interprise provides integrated business software covering crm, accounting, erp, and order management integrating with make com enables users to automate workflows, synchronize data, and streamline business processes across multiple systems for improved efficiency and productivity limited documentation we currently can't provide complete documentation for interprise suite because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from interprise suite and public sources to create detailed guides about interprise suite interprise suite 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=interprise%20suite\&app slug=interprise suite community\&app unique id=interprise suite epsfv1 app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup interprise suite modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your account, allowing you to store their details and manage their information for future interactions create a customer contact adds a new customer contact to your database, allowing you to store and manage their information for future interactions create a lead adds a new lead to your system, allowing you to capture and track potential customers or clients create an invoice generates a brand new invoice for a customer, allowing you to bill them for products or services provided get a contact fetches comprehensive information about a specific contact, including their details and associated data get a customer fetches detailed information about a specific customer using their unique customer code get a lead fetches comprehensive information about a specific lead, including all available details related to that lead get an invoice fetches and displays detailed information about a specific invoice get an invoice detail fetches comprehensive details about a particular invoice, including all associated information and specifics get an invoice by po code fetches detailed information for a specific invoice using its purchase order (po) code get an invoice by reference fetches detailed information about a specific invoice using its unique reference number make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform specific actions not covered by other modules search customers finds customers that match the specific criteria you set, helping you quickly locate the exact customer records you need search invoices finds invoices that match your chosen criteria, such as specific dates or other filters you set search invoices finds and retrieves invoices associated with a specific customer code, allowing you to quickly access all invoices linked to that customer search sale orders finds sale orders associated with a specific customer code, helping you quickly locate all orders placed by that customer update a customer updates the information for a specific customer, allowing you to modify their details such as name, contact information, or other relevant data watch customers triggers whenever a new customer record is added to your system, allowing you to automatically start workflows or actions as soon as a new customer signs up or is registered watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to automatically kick off workflows whenever an invoice is created templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} interprise suite resources you can have access to more resources related to this app on the following links join discussions about interprise suite on make community visit interprise suite website access interprise suite help documentation view interprise suite api documentation visit interprise suite page on make help us improve this documentation have experience with interprise suite? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=interprise%20suite\&app slug=interprise suite community\&app unique id=interprise suite epsfv1 sharing your knowledge in the make community your feedback helps us create better documentation for everyone