Business Operations and ERPs
Persat
28 min
persat is a platform for managing field operations, including workforce tracking, task assignments, and fleet monitoring integrating with make com allows users to automate task creation, update job statuses, and synchronize field data with other business tools this is ai generated content based on official persat documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www persat com ar/ directly requirements to use the persat app in make, you must have an active account and an api key, www persat com ar for subscription, refer to the www persat com ar connect persat and {{product name}} to get started, you must first create a connection between persat and {{product name}} , allowing the two services to communicate obtain your api key in your persat account create the connection in make obtain your api key in your persat account before you create the connection in {{product name}} , you should first obtain your api key in your persat account to obtain your api key click on your user icon in the top right corner of the main screen select integrations and partners click integra con nuestra api from the menu on the left select the api keys option click the crear mi primer api key button 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 //docs api persat com ar/como usar la api/autenticacion/como obtener el api key create the connection in {{product name}} https //www make com/en/register , add the persat 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 persat account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page persat modules after connecting to the persat app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get delivery track link retrieves detailed information about a specific track link cancel a work order cancels an existing work order in your system create a client adds a new client record to your system create a client object element creates a new client object element, allowing you to add a client record with specified details create a delivery creates a new delivery order in your selected service create a digital form generates a new digital form for collecting and organizing user input create a masterdb element creates a new element in the masterdb database create a pending work order creates a new work order with a status set to "pending " create a work order and assign creates a new work order and automatically assigns it to one or more available technicians for completion delete a client deletes the client identified by the specified uid from the system delete a client object element deletes a specific element from a client object delete a masterdb element permanently removes a specified element from your masterdb database get gps tracking data retrieves detailed tracking information for a specific day or month get last tracking point retrieves information about the most recent location update for a selected device get visits to clients retrieves information about all clients that have connected to a specified device get work order track link retrieves detailed information about a specific work order track link get a client retrieves comprehensive information about a particular client based on the provided client id get a client custom field value retrieves the value of a specific custom field for a selected client get a client object element retrieves detailed information about a specific client object element you select get a device retrieves comprehensive information about a specific device you select get a digital form retrieves detailed information about a specific digital form get a masterdb element retrieves comprehensive information about a specific masterdb element you select get a work order retrieves detailed information for a specific work order using its unique id list client object elements retrieves and displays the elements contained within a specified client object list clients retrieves a list of all clients from your account list devices retrieves a list of all available devices list masterdb elements retrieves a list of elements from your masterdb database list users retrieves a list of all users in your account make an api call executes a custom api request to the connected service using your authorized credentials move work order to pending state changes the status of a work order to "pending " move a client object element transfers a specific client object element from its current client to a different client update work order labels updates the labels assigned to a specific work order update a client updates the details of a specific client identified by their unique user id (uid) update a client custom field value updates the value of a selected custom field for a specific client update a client object element updates the details of an existing client record update a digital form updates the details or content of an existing digital form update a masterdb element updates an existing element in the masterdb database watch deleted client events triggers when a client record is permanently removed from your system watch new client events triggers when a new client record is added to your system watch updated client events triggers when any information about an existing client is modified 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}} persat resources you can have access to more resources related to this app on the following links https //community make com/search?q=persat www persat com ar https //docs api persat com ar https //www make com/en/integrations/persat