Business Operations and ERPs
Silvasoft by Codex Solutions International
13 min
silvasoft is a business software platform offering accounting, invoicing, crm, project management, and inventory solutions integrating silvasoft with make com enables users to automate business workflows and synchronize data across various business processes efficiently this is ai generated content based on official silvasoft documentation the content may still contain errors—please verify important information if you have questions, contact https //www silvasoft nl/support/ directly how to get support on silvasoft silvasoft 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=silvasoft\&app slug=silvasoft community\&app unique id=silvasoft 64490s requirements to use the silvasoft app in make, you must have an active silvasoft account with the api module enabled and an api key, https //www silvasoft nl/ 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/silvasoft community/ click the install button follow the on screen instructions to complete the setup connect silvasoft and {{product name}} to get started, you must first create a connection between silvasoft and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your apikey and username from your silvasoft account login to your silvasoft account using your credentials ensure that the api module is enabled in your silvasoft account navigate to the section in your dashboard where you can generate or view your api key generate a new api key if you do not already have one note the generated apikey, which will be displayed only once note your username, which is the username you use to log in to silvasoft 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=silvasoft\&app slug=silvasoft community\&app unique id=silvasoft 64490s create the connection in {{product name}} https //www make com/en/register , add the silvasoft 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 silvasoft account 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 silvasoft modules after connecting to the silvasoft app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a order add an order this module allows you to create a new order in your system you can specify details such as the products, quantities, customer information, and any additional order notes it's a great way to automate the process of adding new orders directly from your workflows create product creates a new product in your selected system, allowing you to specify details such as the product name, description, price, and other relevant attributes search orders finds and retrieves orders that match your specified search criteria search product finds and retrieves detailed information about a specific product based on your search criteria search relations find relations allows you to search for and retrieve specific relationships between records in your database or app this module helps you locate connections, such as linked contacts, related deals, or associated items, based on your chosen criteria watch orders the "watch orders" module keeps an eye out for new orders in your connected app or store whenever a new order is placed, this module automatically detects it and can trigger your workflows, helping you stay updated and respond quickly to incoming orders watch products the "watch products" module keeps an eye on your store and automatically detects when new products are added it then sends this information to your scenario, so you can easily track and respond to new product listings as soon as they appear 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}} silvasoft resources you can have access to more resources related to this app on the following links https //www silvasoft nl/ https //codexsolutionsint com/silvasoft https //www make com/en/hq/app invitation/37a0a86aacc67084ffe956bd6ecc4767 https //www make com/en/integrations/silvasoft community