OneDeck

onedeck is an all in one business management platform offering project tracking, dashboards, document generation, and client portals integrating onedeck with make com allows users to automate document workflows, sync project data, and manage client communications across systems this is ai generated content based on official onedeck documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www onedeck com directly requirements to use the onedeck app in make, you must have an active account and an api key, https //www onedeck com for subscription, refer to the https //www onedeck com connect onedeck and {{product name}} to get started, you must first create a connection between onedeck and {{product name}} , allowing the two services to communicate obtain your api key in your onedeck account create the connection in make obtain your api key in your onedeck account before you create the connection in {{product name}} , you should first obtain your api key in your onedeck account to obtain your api key navigate to the settings section in the main menu click general under the settings section copy the account name displayed on the screen copy the api key displayed on the 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 onedeck com/api create the connection in {{product name}} https //www make com/en/register , add the onedeck 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 onedeck account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page onedeck modules after connecting to the onedeck app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create record creates a new data record in the specified system or application document published triggers when a new document is published and made available to users get document searches for a specific document using its unique id get record searches for a specific record within the system’s database make an api call executes a custom api request to the connected service using your authorized credentials record created triggers when a new record is added to the system record updated instantly triggers when any changes are made to an existing record search documents retrieves a list of records that match the specified filters or search criteria search records retrieves a complete list of all records from your selected data source update record updates specified records that already exist within the 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}} onedeck resources you can have access to more resources related to this app on the following links https //community make com/search?q=onedeck https //www onedeck com https //www onedeck com/api https //www make com/en/integrations/onedeck