SignPost by Maxmel Tech

signpost is a customer communication platform that helps businesses manage reviews, automate messaging, and improve customer engagement integrating with make com enables automated workflows for review requests, feedback collection, and streamlined customer communication this is ai generated content based on official signpost documentation the content may still contain errors—please verify important information if you have questions, contact https //signpost com directly how to get support on signpost signpost 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=signpost\&app slug=signpost community\&app unique id=sign post 8um7g7 requirements to use the signpost app in make, you must have an active signpost account and use either your account credentials for http basic auth or obtain oauth 20 credentials from signpost support, https //signpost com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/signpost community/ click the install button follow the on screen instructions to complete the setup connect signpost and {{product name}} to get started, you must first create a connection between signpost and {{product name}} , allowing the two services to communicate you can connect using the following method http basic auth,oauth 2 0 http basic auth instructions you need your email address and password for authentication ensure you are logged into your signpost account locate your account email address this is the email address you use to log in to signpost locate your account password this is the password you use to log in to signpost oauth 2 0 instructions you need to obtain your client id and client secret by contacting the api support team login to your platform using your credentials prepare the display name that should be shown to users on the consent screen prepare one or more redirection endpoint uris for your application send an email to the api support team with your display name and redirection endpoint uris wait for a response from the api support team with your client id and client secret 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=signpost\&app slug=signpost community\&app unique id=sign post 8um7g7 create the connection in {{product name}} https //www make com/en/register , add the signpost 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 signpost 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 docid\ so88fm6pkt0g adkddfzz page signpost modules after connecting to the signpost app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create multiple contacts allows you to add several new contacts at once, making it easy to create multiple contact records in a single action create a contact adds a new individual contact to your account create a phone call interaction initiates a new phone call interaction, allowing you to start and manage phone calls directly from your workflow create a transaction creates a brand new transaction record, allowing you to log and track financial activities directly within your workflow create an appointment creates a brand new appointment at the chosen location and links it to the specified contact create an email interaction creates a new email interaction, allowing you to initiate and send a fresh email message within your workflow create or update a job creates a new job or updates an existing one for a specific location and contact, helping you manage job assignments efficiently create or update an estimate creates a new estimate or updates an existing one for a chosen location and contact, helping you manage your quotes more efficiently list locations fetches and displays a list of all current locations stored in your account, allowing you to view and manage them easily make an api call allows you to make a custom api request to the service using your authorized account, enabling you to interact with features or endpoints not covered by the standard modules unsubscribe a contact removes a contact from a specific mailing list or service, ensuring they no longer receive emails or communications from that list 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}} signpost resources you can have access to more resources related to this app on the following links https //community make com/search?q=signpost https //signpost com https //api signpost com/v2/docs https //www make com/en/integrations/signpost community