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. |
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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 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, create your account on Priority.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Priority and Make
To get started, you must first create a connection between Priority and Make, 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 Make
Log in in your Make account, add the Priority 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 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 applicationConnect an application. page.
Priority modules
After connecting to the Priority 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.
Priority resources
You can have access to more resources related to this app on the following links :