CRM and Sales tools
RealGreen by Maxmel Tech
11 min
realgreen is field service software for lawn care, landscaping, and related businesses, offering crm, scheduling, billing, and marketing automation integrating with make com enables streamlined workflows, automated processes, and enhanced connectivity with other business tools limited documentation we currently can't provide complete documentation for realgreen because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from realgreen and public sources to create detailed guides about realgreen realgreen 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=realgreen\&app slug=realgreen community\&app unique id=real green vnfgtr3 k9pk1g 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 realgreen modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your account, allowing you to store and manage their information for future use get a customer fetch detailed information for a specific customer by entering their customer number get a program retrieves detailed information for a specific program by using the provided id make an api call allows you to make a custom api request to the connected service using your own specified parameters and authorization search customers retrieves a list of customers who meet the specific criteria you’ve set, making it easy to find exactly the customers you’re looking for search programs search for all customer programs and special jobs that meet your specified criteria, helping you quickly find relevant opportunities based on your search parameters update a customer updates specific details of an existing customer watch customers triggers whenever a new customer is added or when details of an existing customer are updated in your system watch programs triggers when a new program is created or when an existing program is updated in your account templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} realgreen resources you can have access to more resources related to this app on the following links join discussions about realgreen on make community visit realgreen website access realgreen help documentation view realgreen api documentation visit realgreen page on make help us improve this documentation have experience with realgreen? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=realgreen\&app slug=realgreen community\&app unique id=real green vnfgtr3 k9pk1g sharing your knowledge in the make community your feedback helps us create better documentation for everyone