CRM and Sales tools
SeaX by Codex Solutions International
15 min
seax is an ai powered multi channel marketing platform for bulk sms, whatsapp, and voice campaigns, offering automation, analytics, and global reach integrating with make com enables seamless workflow automation and enhanced campaign management across various business tools this is ai generated content based on official seax documentation the content may still contain errors—please verify important information if you have questions, contact seax support directly how to get support on seax seax 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=seax\&app slug=seax community\&app unique id=seax b6keql requirements to use the seax app in make, you must have an active account and either an api key or an access token, create your account on seax 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 seax and {{product name}} to get started, you must first create a connection between seax and {{product name}} , allowing the two services to communicate you can connect using the following method api key,oauth2 0 api key instructions you need to generate an api key for authentication login to your platform using your credentials navigate to the section where you can manage your workspace settings locate the option to create or reset an api key for your workspace initiate the process to generate a new api key this action will invalidate any existing keys for security purposes note the generated api key, which will be referred to as x api key oauth2 0 instructions you need to generate your token login to your platform using your credentials authenticate with seaauth using the required scope seax bulk sms complete the authentication process to receive an access token and a refresh token note the generated access token and refresh token 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=seax\&app slug=seax community\&app unique id=seax b6keql create the connection in {{product name}} log in in your make account , add the seax 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 seax 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 seax modules after connecting to the seax app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create campaign creates a new campaign by collecting the necessary details and adding it to your account create contact creates a new contact in your selected app, allowing you to store and manage important details like name, email, and phone number list ai agents returns a list of all ai agents available in your account, including their names and details list all contacts retrieves a complete list of all your contacts from your account, making it easy to view and manage everyone in one place list campaigns retrieves a list of your existing campaigns, allowing you to view details and manage your campaign activities list conversations the "list conversations" module lets you retrieve a list of conversations from your account this means you can easily view and manage all your ongoing chats or threads in one place remove contact removes a contact from your account this module deletes the specified contact, so they will no longer appear in your contact list send message send message this module lets you send a message to a specified recipient through the connected service, making it easy to communicate updates, alerts, or any information directly from your scenario watch contacts the "watch contacts" module keeps an eye out for new or updated contacts in your connected app, instantly detecting any changes so you can trigger automated workflows whenever a contact is added or modified templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} seax resources you can have access to more resources related to this app on the following links seax website seax documentation seax api documentation seax page on make