Roeto

roeto is an israeli platform for managing and organizing trips, events, and group activities integrating with make com would automate event management tasks, streamline group coordination, and enhance workflow efficiency for travel organizers and participants limited documentation we currently can't provide complete documentation for roeto because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from roeto and public sources to create detailed guides roeto modules y ou can choose from a list of available modules to build your append a new activity log to an existing task adds new notes or updates to the activity log of an existing task, helping you keep track of all changes and progress append a text to a client's notes adds new text to the notes section of a client who is not classified as a "trom yeutz" client append a text to a task's description appends additional text to the description of an existing task assign agent to a client assign a marketing agent (סוכן משווק) to a client who is currently active assign an employer to an active client (לקוח פעיל) creates a connection between an employer and an active client, setting the employer as the client’s current employer assign gorem metapel to a client assigns a new case manager (גורם מטפל) to an existing active client change a task's due date updates the due date for a task you’ve already created check clients' existence searches for clients—both pre consultation and active—whose details match your specified search criteria check mislaka prerequisites checks to make sure everything is ready—including existence, authorization, and all necessary requirements—before you submit a mislaka information request for a trom yeutz client convert a tromyeutz client (לקוח טרום יעוץ) to an active client (לקוח פעיל) copies all personal details from a "tromyeutz" (pre consultation) client to create a new active client profile please note the original "tromyeutz" client information will not be changed or deleted create a lead adds a new lead to a chosen campaign please note if the selected campaign is currently connected to roetopol, the lead will still be created, but any roetopol powered automations for that campaign will be turned off create a mislaka request creates and submits a mislaka request for a selected trom yeutz client create a new financial activity (פעולה פיננסית/ניהול מכירה) adds a new financial transaction or sales activity to an existing client’s account create a roeto pol form signature request creates a new request for a trom yeutz client to electronically sign forms (החתמת נספחים) create a task creates and submits a brand new task for you create a trom yeutz client creates a new client record for a trom yeutz (טרום יעוץ) consultation create an active client creates a new client and sets their status as active (לקוח פעיל) create a roeto pol har bituach request creates a new request to fetch and handle a har bituach file specifically for a trom yeutz client get active client portfolio gets detailed information about a specific client who is currently active get agent dashboard retrieves complete aggregated data from all clients you have access to, just like what you see on the agent page in the web application get agents list fetches a list of agents (סוכנים משווקים) that are set up within your organization get clients by agent fetches a list of clients linked to a particular agent within your organization get financial activity related assets retrieves and displays the different activity types, users, insurance companies, statuses, and titles that you can use when managing financial activities get latest mislaka request files fetches a list of download links for the raw data files that mislaka provided in response to your client's most recent tromyeutz request get mislaka accounts retrieves and displays all your connected mislaka accounts get mislaka companies (רשימת גופים מוסדיים של המסלקה) gets a list of companies that have been officially approved by the mislaka (recognized institutional entities) get roeto pol accounts list fetches a list of all roeto pol accounts that are available within your organization get task related assets displays the available users, tags, and headlines you can use when assigning tasks get tasks by assigned user fetches all currently open tasks that are assigned to a particular user within your organization get trom yeutz client portfolio retrieves detailed information about a specific trom yeutz client get users list retrieves a list of users within your organization import multiple leads from a csv file adds leads directly to the campaign you choose link an existing financial activity with an existing task connects an existing financial activity to an existing task for the same client make sure the task isn’t already linked to a financial activity, and the financial activity isn’t already linked to a task list available client types (סיווגי לקוח) fetches a list of all client types (סיווגי לקוח) available in your organization, helping you see how clients are categorized list clients by employer fetches a list of all active clients and pre consultation clients (לקוחות פעילים ולקוחות טרום יעוץ) connected to an employer, whether they're marked as the current employer or linked through any of the employer's policies list clients' birthdays displays a list of clients whose birthdays were yesterday, are today, or will be tomorrow list financial activities (פעולות פיננסיות/ניהול מכירות) fetches a list of financial activities that match your chosen search filters make a custom api call allows you to make a custom, authorized api request to access or manage data from the connected service re assign tasks assigns one or more tasks to a different user of your choice search campaigns find and view campaigns that match your search criteria, along with their current details and settings search clients finds clients by searching for their name, city, personal id number, recruitment source, or how long they've been with your organization search employer searches for employers using their name to help you quickly find specific companies search financial activities searches for and filters financial activity documents, such as sales management or financial transactions, to help you quickly find the records you need search leads finds leads based on their phone number and name search tasks fetches a list of tasks from your account toggle a task's completion status changes a task’s completion status—marking it as complete if it’s incomplete, or as incomplete if it’s already complete toggle a task's reminder creates a new reminder for a task or cancels an existing one, helping you stay on top of your to dos update a client's personal information (לקוח פעיל) updates an active client’s personal details—like their first name, last name, address, and more any fields you leave blank will stay unchanged in the client’s existing information update a lead's status updates the status of an existing lead to help you keep track of their progress update a trom yeutz client's personal information (לקוח טרום יעוץ) easily update a trom yeutz client's personal details—like their first name, last name, or address any fields you leave blank will stay unchanged for the client update existing financial activity updates important details for an existing financial transaction or sales management record update financial activity status updates the status of an existing financial transaction or sales management activity update yipui koach the mislaka (בקשת ב1 דרך המסלקה) creates a b1 power of attorney request (בקשת יפוי כח ב1) through mislaka for an active client upload a file to a trom yeutz client (תיוק מסמך ללקוח טרום יעוץ) uploads a file directly to a specific trom yeutz client's list of files, making it easy to store and manage documents for that client upload a file to an active client (תיוק מסמך ללקוח פעיל) uploads a file and adds it to the list of files for an active client templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created roeto resources you can have access to more resources related to this app on the following links join discussions about roeto on make community https //community make com/search?q=roetovisit roeto website https //roeto co ilaccess roeto help documentation view roeto api documentation https //https //roeto co ilvisit roeto page on make https //www make com/en/integrations/roeto help us improve this documentation have experience with roeto? 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 sharing your knowledge in the make community https //community make com your feedback helps us create better documentation for everyone