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. |
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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 Ozy Approvals directly.
Requirements
To use the Ozy Approvals app in Make, you must have an active OzyApprovals organization account and generate an access token, create your account on Ozy Approvals. For subscription, refer to the Ozy Approvals pricing page.
Connect Ozy Approvals and Make
To get started, you must first create a connection between Ozy Approvals and Make, 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 Make, 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 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 Ozy Approvals 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 Ozy Approvals 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.
Ozy Approvals modules
After connecting to the Ozy Approvals 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.
Ozy Approvals resources
You can have access to more resources related to this app on the following links