CRM and Sales tools
Magentrix
13 min
magnetrix is a portal platform for partner, customer, and employee engagement, offering collaboration, knowledge sharing, and self service tools integrating magentrix with make com lets users automate portal user management, content updates, and data synchronization with other business systems this is ai generated content based on official magentrix documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www magentrix com/support directly requirements to use the magentrix app in make, you must have an active magentrix account and an api key, https //www magentrix com/ for subscription, refer to the https //www magentrix com/ connect magentrix and {{product name}} to get started, you must first create a connection between magentrix and {{product name}} , allowing the two services to communicate obtain your api key in your magentrix account create the connection in make obtain your api key in your magentrix account before you create the connection in {{product name}} , you should first obtain your api key in your magentrix account to obtain your api key click your avatar in the top right corner click my settings click my external apps click to create a new private app enter a name and an optional description for the app copy the api key displayed as the refresh token 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 //help magentrix com/wikis/devguide/get your api key create the connection in {{product name}} https //www make com/en/register , add the magentrix 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 magentrix account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page magentrix modules after connecting to the magentrix app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a record creates a new record in the selected database or application delete a record deletes a specific record from your selected database or application download a document downloads a specified document file from your connected service make an api call executes a custom api request to the connected service using your authorized credentials universal search executes searches or retrieves data from any of the available entities in your system update a record updates the details of a specific record in your selected database or application upload a document uploads a document file to the specified destination watch new documents triggers when a new document is uploaded or created in your account watch new records triggers when a new record is created in the selected entity within your application watch updated records triggers when any changes are made to a record within the selected entity 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}} magentrix resources you can have access to more resources related to this app on the following links https //www magentrix com/ https //help magentrix com/wikis/devguide/getting started with rest api https //www make com/en/integrations/magentrix