Business Operations and ERPs
Orderry
30 min
orderry is a business management platform for service companies, offering tools for job tracking, inventory, crm, and reporting integrating orderry with make com allows users to automate job creation, client updates, inventory adjustments, and report generation across their workflows this is ai generated content based on official orderry documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //orderry com directly requirements to use the orderry app in make, you must have an active account and an api key, orderry com for subscription, refer to the orderry com connect orderry and {{product name}} to get started, you must first create a connection between orderry and {{product name}} , allowing the two services to communicate obtain your api key in your orderry account create the connection in make obtain your api key in your orderry account before you create the connection in {{product name}} , you should first obtain your api key in your orderry account to obtain your api key navigate to settings click on api or api access in the menu copy the api key displayed on 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 //help orderry com/en/articles/9148859 api general information create the connection in {{product name}} https //www make com/en/register , add the orderry 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 orderry account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page orderry modules after connecting to the orderry app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add an item to order or estimate add a specific item to an existing order or estimate create a asset creates a new digital asset within your selected platform create a client creates a new client record in your system create a lead comment add a comment to an existing lead create a lead entity creates a new lead record in your crm system create a payment record create a new payment transaction create a posting creates a new job posting create a product creates a new product entry in your selected application create a task create a new task in your selected application create an estimate or order generate a new estimate or sales order for your customer create an invoice comment add a comment to a specific invoice create an order create a new order in your selected system or application create an order comment add a comment to a specific order make an api call executes a custom api request to the connected service using your authorized credentials search asset finds and retrieves an asset using its unique id search assets find assets that match specific search criteria or parameters search cashbox transactions searches for cashbox transactions based on specified criteria search client searches for a client in the system using their unique id search clients retrieves a list of clients based on specified search parameters search employees find employees based on specific search criteria or parameters search invoice searches for a specific invoice using its unique id search invoices find invoices that match specific search criteria search leads find leads that match specific search criteria search locations find locations that match specific search criteria search order searches for a specific order using its unique id search order custom fields searches for order custom fields based on specified parameters search order statuses search for order statuses using specific parameters search order types finds and retrieves order types based on specified parameters search orders find orders based on specific search criteria search product by id retrieve detailed information about a specific product using its unique id search products find products that match specific search criteria search sales find sales that match specific criteria or filters search service by id retrieve detailed information about a specific service using its unique id search services find services that match specific search criteria search task finds and retrieves a specific task using its unique id search tasks find tasks that match specific criteria or filters update a client update the details of an existing client update a lead updates the details of an existing lead record update a product update the details of an existing product update a task modify the details of an existing task update an asset update the details or properties of an existing asset update an estimate or order modify the details of an existing estimate or order update an item in estimate or order update a specific item within an existing estimate or order update an order status change the status of an existing order 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}} orderry resources you can have access to more resources related to this app on the following links https //community make com/search?q=orderry orderry com https //orderry com/docs/api/ https //www make com/en/integrations/orderry