Platformly

platformly is a marketing automation and crm tool that helps users manage leads, automate campaigns, and track analytics integrating platformly with make com enables users to automate contact management, campaign triggers, and real time reporting across their marketing workflows this is ai generated content based on official platformly documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www platformly com/contact us directly requirements to use the platformly app in make, you must have an active platformly account and an api key, https //www platform ly/ for subscription, refer to the https //www platform ly/ connect platformly and {{product name}} to get started, you must first create a connection between platformly and {{product name}} , allowing the two services to communicate obtain your api key in your platformly account create the connection in make obtain your api key in your platformly account before you create the connection in {{product name}} , you should first obtain your api key in your platformly account to obtain your api key hover over your name at the top right of your account click on the api docs & keys section click the blue plus button at the top right enter a name for your api key and add any required ip restrictions click the submit button copy the api key displayed in the modal 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 platform ly/en/article/where to locate my platformly api key 15oewgf/ create the connection in {{product name}} https //www make com/en/register , add the platformly 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 platformly account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page platformly modules after connecting to the platformly app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a contact creates a new contact record in your selected application add a note adds a note to a specific contact's record add a tag adds a specified tag to an item or record get a contact retrieves detailed information for a specific contact using the provided contact id list contacts retrieves a list of all contacts in your account make an api call executes a custom api request to the connected service using your authorized credentials remove all tags removes every existing tag assigned to a specific contact remove a tag removes a specified tag from a selected contact update a contact updates the details of an existing contact watch contacts retrieves contacts that have been newly created or recently updated 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}} platformly resources you can have access to more resources related to this app on the following links https //community make com/search?q=platformly https //www platform ly/ https //api docs io/preview/jassne9g2twjwxzp6/introduction?apikey=xjgxvjgpbzybwm26u https //www make com/en/integrations/platformly