Priority by Callbox

priority software is a cloud based erp platform offering modular, industry specific business management tools and automation integrating with make com enables users to automate workflows and connect priority’s erp data with other apps for streamlined business processes 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 priority support 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 either a username/password, a personal access token (pat), or oauth2 credentials with the necessary permissions, create your account on priority app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 token (pat),oauth2,application license headers basic authentication instructions you need to obtain your username and password for api access login to your priority platform using your credentials contact your system administrator to confirm your user account has api access permissions obtain your api username obtain your api password personal access token (pat) instructions you need to retrieve your personal access token (pat) from the platform login to your platform using your credentials navigate to the section where api access or personal access tokens are managed locate the option to generate a new personal access token (pat) follow the prompts to generate a new personal access token (pat) copy and securely store the generated personal access token (pat) oauth2 instructions you need to generate your token login to your platform using your credentials navigate to the api or authentication section related to oauth2 register a new application or integration to obtain credentials specify the required permissions or scopes for your application retrieve the generated credentials client id and client secret application license headers instructions you need to obtain the application license credentials assigned to your application by priority software login to your priority software platform using your credentials contact your priority system administrator or the relevant licensing authority within your organization request the unique application id assigned to your application by priority software the credential name is x app id request the unique application license key assigned to your application by priority software the credential name is x app key ensure you have received both the x app id and x app key credentials 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}} log in in your make account , 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 connect an application 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 easily delete an entity permanently removes a selected entity from your system or database insert a related entity adds a new related entity to your system, allowing you to link and organize connected data efficiently make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access features or endpoints not 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 information for a specific related entity in your system, allowing you to modify details or attributes as needed update an entity updates the details of an existing entity with new information templates you can look for more templates in make's template gallery , 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 priority topics on make community priority website priority documentation priority api documentation priority page on make