SignPost by Maxmel Tech

signpost is a 24/7 live receptionist service that helps local businesses manage calls, book appointments, and capture leads integrating with make com enables automated workflows, enhancing lead management, appointment scheduling, and customer engagement for service based businesses 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 signpost support 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 authenticate using either http basic auth (email and password) or oauth 2 0, create your account on signpost 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 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 to use your email address and password as credentials ensure you are logged into your signpost account using your email address and password locate your email address that you use to log into signpost locate your account password associated with your signpost login 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 a display name that should be shown to users on the consent screen prepare one or more redirection endpoint uris send an email to the api support team with the display name and redirection endpoint uris wait for a response from the api support team they will provide you 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}} log in in your make account , 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 connect an application 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 quickly add several new contacts at once by creating multiple contact entries in bulk create a contact creates a new individual contact in your system, allowing you to store and manage their details easily create a phone call interaction initiates a new phone call interaction, allowing you to start an outbound call through the connected service create a transaction creates a brand new transaction record, allowing you to log and track a financial activity within your system create an appointment creates a new appointment at the chosen location with the selected contact, allowing you to easily schedule meetings or events create an email interaction creates and sends a new email message as part of an interaction 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 the locations that currently exist in your account make an api call allows you to make a custom api request to the service, using your authorized connection this lets you interact with any endpoint or feature that isn’t already available as a standard module 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 make's template gallery , 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 signpost topics on make community signpost website signpost api documentation signpost page on make