Priority by Callbox

priority software provides comprehensive erp solutions for managing business processes like finance, inventory, and crm integrating with make com enables users to automate workflows, synchronize data, and streamline operations across various business systems efficiently this is ai generated content based on official priority documentation the content may still contain errors—please verify important information if you have questions, contact https //www priority software com/contact us/ directly how to get support on priority priority is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=priority\&app slug=priority community\&app unique id=priority 04jh6k requirements to use the priority app in make, you must have an active priority account and appropriate authentication credentials such as a username and password or personal access token, and in some cases application license headers, https //www priority software com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/priority community/ click the install button follow the on screen instructions to complete the setup connect priority and {{product name}} to get started, you must first create a connection between priority and {{product name}} , allowing the two services to communicate you can connect using the following method basic authentication,personal access tokens (pat),oauth2 (external id) basic authentication instructions you need to retrieve your username and password for api access login to your platform using your credentials contact your system administrator to confirm or obtain your api username and password ensure you have the correct username and password assigned for api access personal access tokens (pat) instructions you need to generate a personal access token from your priority software account login to your priority software platform using your credentials navigate to the section where personal access tokens (pat) can be managed or generated generate a new personal access token (pat) for your application or integration note and securely store the generated personal access token (pat) oauth2 (external id) instructions you need to obtain the necessary oauth2 credentials for your application login to your priority platform using your credentials navigate to the section where external applications or integrations are managed register your new application as an external application specify the required permissions or scopes needed for your integration retrieve the generated credentials, specifically the external id, client id, and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=priority\&app slug=priority community\&app unique id=priority 04jh6k create the connection in {{product name}} https //www make com/en/register , add the priority 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 priority or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page priority modules after connecting to the priority app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create an entity creates a brand new entity in your system, allowing you to add fresh data or records as needed delete an entity permanently removes a selected entity from your system, ensuring it is no longer available or accessible insert a related entity adds a new related entity to your system, helping you establish connections between different records or objects make an api call allows you to make a custom api request to the service, using your authorized connection this is useful for accessing specific endpoints or features that aren’t covered by the standard modules query data searches and filters data based on your specified criteria, helping you find exactly the information you need update a related entity updates a specific related entity by modifying its details or properties update an entity updates an existing entity by modifying its details or properties according to your specifications 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}} priority resources you can have access to more resources related to this app on the following links https //community make com/search?q=priority https //www priority software com/ https //support priority software com/en/kb?languages=english\&pagesize=10\&prefferedlanguage=en us\&iskb=true https //prioritysoftware github io/restapi/ https //www make com/en/integrations/priority community