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. |
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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 OneDeck directly.
Requirements
To use the OneDeck app in Make, you must have an active account and an API Key, create your account on OneDeck. For subscription, refer to the OneDeck pricing page.
Connect OneDeck and Make
To get started, you must first create a connection between OneDeck and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the OneDeck module to your scenario, 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 Connect an applicationConnect an application. page.
OneDeck modules
After connecting to the OneDeck app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
OneDeck resources
You can have access to more resources related to this app on the following links