Marketing
SignPost
16 min
signpost is a 24/7 live receptionist and call management service for local home service businesses, offering appointment scheduling and messaging integrating with make com enables automated workflows for lead capture, appointment handling, 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 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 start by installing the app from the make integration page click the install button and 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 oauth2 0,basic auth oauth2 0 instructions you need to generate your token login to your platform using your credentials send an email to the api support team with a display name that should be shown to users on the consent screen and one or more redirection endpoint uris wait for a response from the api support team note the provided client id and client secret from the api support team basic auth instructions you need your email address and password for authentication login to your signpost account using your credentials locate your email address associated with your signpost account ensure you have your account password available 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 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 records in a single operation create a contact creates a new individual contact in your account create a phone call interaction creates a new phone call interaction, allowing you to initiate and log a phone call within your system create a transaction creates a brand new transaction record, allowing you to log and track a specific financial activity or exchange create an appointment creates a new appointment at your 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 selected location and contact, helping you manage your quotes efficiently list locations fetches and displays a list of all your current locations, helping you easily view and manage them make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to interact with features or endpoints not covered by the standard modules unsubscribe a contact removes a contact from a specific mailing list or email service, ensuring they no longer receive messages 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 documentation signpost api documentation signpost page on make