Commerce
RO app
30 min
remonline is a business management platform for service and repair companies, offering tools for work orders, inventory, scheduling, invoicing, and analytics integrating with make com enables automated job tracking, client updates, and inventory sync across business systems this is ai generated content based on official ro app documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //remonline app directly requirements to use the ro app app in make, you must have an active account and an api key, remonline app for subscription, refer to the remonline app connect ro app and {{product name}} to get started, you must first create a connection between ro app and {{product name}} , allowing the two services to communicate obtain your api key in your ro app account create the connection in make obtain your api key in your ro app account before you create the connection in {{product name}} , you should first obtain your api key in your ro app account to obtain your api key navigate to settings from the main navigation menu click on the api access section copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help roapp io/en/articles/11088958 integration with make create the connection in {{product name}} https //www make com/en/register , add the ro app 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 ro app account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page ro app modules after connecting to the ro app app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add an item to estimate or order add a specific item to an existing estimate or order create task create a new task in your selected application create a asset creates a new digital asset in your selected application create a client creates a new client record in your system create a lead comment add a comment to an existing lead in your crm system create a lead entity creates a new lead record in your crm system create a order create a new order in your connected system create a payment record generate a new payment transaction create a posting create a new job posting create a product add a new product to your inventory create an estimate or order generate a new estimate or sales order for your customer create an invoice comment add a comment to a specific invoice create an order comment add a comment to a specific order make an api call a versatile module that allows you to create and customize your own api calls search asset by id retrieve detailed information about a specific asset using its unique id search assets search for assets using specific parameters or criteria search cashbox transactions search for transactions within a specific cashbox search client by id retrieve detailed information about a specific client using their unique id search clients retrieves a list of clients based on specified search parameters search employees find employees based on specific search criteria search invoice by id retrieve detailed information about an invoice using its unique id search invoices search for invoices using specific criteria or filters search leads find leads that match specific search criteria search locations find locations that match specific search criteria search order by id retrieve detailed information about an order using its unique id search order custom fields search for custom fields within orders using specific parameters search order statuses search for order statuses using specific parameters search order types search for specific order types using defined parameters search orders search for orders using specific criteria or filters search product by id retrieve detailed information about a product using its unique id search products search for products using specific criteria or filters search sales search for sales records based on specific criteria or parameters search service by id find a specific service using its unique id search services search for services using specific parameters search task by id find a specific task using its unique id search tasks find tasks that match specific search criteria update lead entity updates the details of an existing lead entity update order status change the status of an existing order to a specified value update task update the details of an existing task update a product modify the details of an existing product update an estimate or order modify the details of an existing estimate or order update an item in estimate or order update a specific item within an existing estimate or order update the asset update the details or properties of an existing asset update the client update the details of an existing client templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} ro app resources you can have access to more resources related to this app on the following links https //community make com/search?q=ro%20app remonline app https //remonline readme io/ https //www make com/en/integrations/remonline2