Ozy Approvals

ozy approvals streamlines document approval workflows for businesses integrating ozy approvals with make com lets users automate document submission, approval routing, and status tracking directly from their other business tools this is ai generated content based on official ozy approvals documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //ozyapprovals com directly requirements to use the ozy approvals app in make, you must have an active ozyapprovals organization account and generate an access token, ozyapprovals com for subscription, refer to the ozyapprovals com connect ozy approvals and {{product name}} to get started, you must first create a connection between ozy approvals and {{product name}} , allowing the two services to communicate obtain your api key in your ozy approvals account create the connection in make obtain your api key in your ozy approvals account before you create the connection in {{product name}} , you should first obtain your api key in your ozy approvals account to obtain your api key navigate to the organization account settings navigate to the access tokens section click the generate button to create a new api token copy the api token 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 //guide ozyapprovals com/product guide/managing an organization/access tokens create the connection in {{product name}} https //www make com/en/register , add the ozy approvals 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 ozy approvals account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page ozy approvals modules after connecting to the ozy approvals app, you can choose from a list of available modules to build your {{scenario plural lowercase}} register a request initiates a new approval workflow for a submitted request, allowing it to pass through several predefined approval stages create a ticket creates a new ticket in a designated approval stage, allowing users to review and take action on submitted requests make an api call executes a custom api request to the connected service using your authorized credentials search approval request finds and retrieves details of a specific approval process request using its unique id search ticket finds and retrieves a specific ticket using its unique id number watch actioned tickets triggers when a ticket receives an action, such as approval or rejection, at a specified approval stage in the workflow watch breached ticket sla triggers when a ticket's service level agreement (sla) is not met or exceeded 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}} ozy approvals resources you can have access to more resources related to this app on the following links ozyapprovals com https //guide ozyapprovals com https //www make com/en/integrations/ozy approvals