Priority by Maxmel Tech

priority software is a modular, cloud based erp platform with integrated tools for operations, finance, crm, and more integrating with make com enables seamless automation and data flow across business processes, enhancing efficiency and connectivity for diverse industries 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 4263j7 requirements to use the priority app in make, you must have an active priority account and appropriate api credentials (username/password, personal access token, or oauth2), and if using per application licensing, you must include your assigned x app id and x app key headers, 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 basic authentication instructions you need to obtain your api user name and password from your system administrator consult with your system administrator to obtain a valid user name and password ensure the user name is defined in the api user name field of the personnel file form note that the api user name is separate from the user’s standard user name personal access token (pat) instructions you need to assign a personal access token to your user account in priority login to your priority platform using your credentials navigate to the rest interface access tokens form in priority assign or create a new personal access token (pat) for your user account note the generated personal access token (pat) assigned to your user account oauth2 instructions you need to retrieve the application id and secret id for oauth2 authentication log in to the priority ui with your credentials open the external applications form under system management, system maintenance, users, manage ids externally, external applications add a new application and provide any name you want locate the application id and secret id fields, which are filled in automatically after creating the application add a redirect url in the relevant subform note the application id and secret id for use as your oauth2 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 4263j7 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 a related entity adds a new related entity to the system, linking it to the appropriate records for easier organization and management create an entity adds a new entity to the chosen service, allowing you to store and manage specific data within that platform delete an entity removes a selected entity from the chosen service, permanently deleting it from your account make an api call executes a custom api request to the service, allowing you to access any authorized endpoint and perform specific actions not covered by the standard modules search entity data fetches detailed information about a specific entity based on the query parameters you provide update a related entity updates a connected entity by applying new details or modifications to keep your data accurate and up to date update an entity updates an existing entity in the service with new or modified 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