RAYNET CRM

getting started with raynet crm to use any of the raynet crm modules, you need to connect your raynet crm account to make if you do not have a raynet crm account yet, you can create one on the raynet crm website https //raynet cz/ connect raynet crm to make to connect your raynet crm account to make, follow the general instructions for connecting to services docid\ so88fm6pkt0g adkddfzz connection setup requires the following information uživatelské jméno (email), api klíč and název crm uživatelské jméno (email) uživatelské jméno (email) is the one you use to login to your raynet crm instance api klíč api klíč (api key) can be obtained in nastavení > pro vývojáře > api klíče 61f27809e3b08 png 61f2780c161f9 png 61f2780f63be9 png název crm název crm (instance name) can be obtained in podpora > o aplikaci raynet crm 61f27811263b6 png 61f278133eaae png video tutorial video tutorial (czech language) https //raynet cz/blog/integromat jak na to/ https //raynet cz/blog/integromat jak na to/ tlačítka vlastních akcí (custom action buttons) custom action buttons can be used to execute your {{product name}} {{scenario singular lowercase}} from raynet crm follow the steps below for the setup in make, create a {{scenario singular lowercase}} you would like to launch when a custom action button is clicked on add webhooks > custom webhook trigger at the beginning of your {{scenario singular lowercase}} (see our online documentation on webhooks for further details) and copy the webhook's url add webhooks > webhook response module at the end of your {{}} and configure it like this status 200 body {success true} custom headers key content type value application/json 61f2781653441 png in raynet crm, click on "nastavení" in the top right corner click on "tlačítka vlastních akcí" item in the bottom of the left side menu click on "přidat vlastní tlačítko" button configure the custom action button paste the webhook's url copied in the 2nd step and append the following text to the url ?id={entityid} (see raynet's online documentation on custom action buttons https //s3 eu west 1 amazonaws com/static raynet/webroot/api doc html#vlastn%c3%ad tla%c4%8d%c3%adtka for the full list of available variables and further details) save the settings in make, open your make, open the configuration of the webhooks > custom webhook module and click the "re determine data structure" button in raynet crm, open the page you have added the button to (e g detail of obchodní případ) and click your new custom action button in make, open the configuration of the module following the webhooks > custom webhook the id item (containing the value of the entityid variable) is now available for mapping into the module's fields vytvořit nový záznam if the nová option for the schůzka entity is selected in the stav field, then fields naplánování v kalendáři od and naplánování v kalendáři do are not saved (when a value is entered) if the naplánovaná option for the schůzka entity is selected in the stav field, then fields naplánování v kalendáři od and naplánování v kalendáři must be filled , otherwise nová is created