Simplicate by Maxmel Tech

simplicate is a cloud based platform for professional service providers, offering crm, project management, invoicing, and reporting integrating simplicate with make com enables automated syncing of client data, project updates, and invoice creation across connected business tools this is ai generated content based on official simplicate documentation the content may still contain errors—please verify important information if you have questions, contact https //simplicate com directly how to get support on simplicate simplicate 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=simplicate\&app slug=simplicate community\&app unique id=simplicate 3z8d6p requirements to use the simplicate app in make, you must have an active simplicate account and an api key and secret, https //simplicate 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/simplicate community/ click the install button follow the on screen instructions to complete the setup connect simplicate and {{product name}} to get started, you must first create a connection between simplicate and {{product name}} , allowing the two services to communicate you can connect using the following method api key,api secret api key instructions you need to create an api token consisting of an api key and api secret login to your simplicate environment using your credentials navigate to the general settings section go to the api section create a new api token for your desired purpose note the generated authentication key and authentication secret for the 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=simplicate\&app slug=simplicate community\&app unique id=simplicate 3z8d6p create the connection in {{product name}} https //www make com/en/register , add the simplicate 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 simplicate 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 simplicate modules after connecting to the simplicate app, you can choose from a list of available modules to build your {{scenario plural lowercase}} convert to project checks whether the specific sale id you provide is eligible to be converted into a project, letting you know if the conversion is possible create a crm person creates a new contact record in the crm by adding a person's details create a document creates a new document and saves it directly within your crm system, making it easy to manage and access important files related to your contacts or deals create a document generates a brand new document, allowing you to start working with fresh content right away create a leave creates a new leave record in the hrm system, allowing you to log employee time off or leave requests create a leave entity creates a new leave record in the hrm system, allowing you to add details about an employee’s time off, such as vacation, sick leave, or other types of leave create a project creates a brand new project in your account, allowing you to start organizing tasks and activities from scratch create a sales document generates a new sales document, such as a quote or order, to help you manage and track your sales transactions create a sales quote generates a customized sales quote template for your business needs create an absence creates a new absence record in the hrm system, allowing you to log when an employee is away from work create an employee creates a new employee record in the hrm system, allowing you to add all relevant details for a new team member create an external document creates and uploads a new document from an external source to your system create an invoice creates and adds a brand new invoice to your account, allowing you to keep track of your billing and transactions create an invoice document generates a detailed invoice document for your transactions create an invoice payment adds a new payment to a specific invoice, helping you keep track of payments received for your invoices delete crm document permanently removes the specific document identified by the provided id from your account delete a crm person permanently removes a specific person from your records based on the provided id delete a contact person permanently removes the contact person associated with the specified id from your records delete a document permanently removes a specific document from your collection using the provided document id delete a project permanently removes the specified project from your account using its unique id delete a sales document permanently removes a specific sales document from your account using the provided document id delete a sales quote permanently removes a specific sales quote template from your account using the provided template id delete an external document permanently removes a specific external document from your system using its unique id delete an hrm absence removes the absence record associated with the specified id from the system delete an invoice permanently removes the invoice associated with the specified id from your records delete an invoice document permanently removes the specific document identified by the provided id from your account get a crm document retrieves a specific document from your crm by using its unique id, allowing you to access detailed information about that particular record get a crm person fetches detailed information about a specific person from the crm using their unique id get a contact person retrieves detailed information about a specific contact person using their unique id get a document retrieves a specific document from your collection using its unique id get a document download fetches and provides a specific downloadable file based on the given document id get a document type retrieves detailed information about a specific document type using its unique id get a project retrieves detailed information about a specific project using its unique id get a sales document retrieves detailed information about a specific sales document using its unique id get a sales quote retrieves detailed information for a specific sales quote template using its unique id get an external document retrieves a specific document from an external source by using the provided id get an hrm absence retrieves detailed information about a specific absence using its unique id get an hrm employee retrieves detailed information about a specific employee using their unique id get an invoice retrieves detailed information about a specific invoice using its unique id get an invoice document retrieves a specific invoice document using the provided invoice id, allowing you to access all the details of that particular invoice get an invoice payment retrieves detailed information about a specific payment using its unique id make an api call executes a custom api request to the service using your authorized connection, allowing you to interact with any supported endpoint search crm documents retrieves a complete list of all documents currently stored in your crm, making it easy to access and manage your files search crm persons retrieves a complete list of all contacts stored in your crm, allowing you to access detailed information about each person search contact persons retrieves a complete list of all contact persons from your account, allowing you to view and manage their details search document types retrieves a complete list of all available document types, helping you see which types you can work with in your workflow search documents retrieves a complete list of all available documents from your account search employees retrieves a complete list of all employees from your system, allowing you to access detailed information about each team member search external documents retrieves a complete list of all external documents available in your account, making it easy to access and manage files stored outside the platform search hrm absences retrieves a complete list of all employee absences, allowing you to view detailed absence records for your team search hrm leave retrieves a detailed list of all leave records for employees, allowing you to view their time off information search invoice documents retrieves a complete list of all documents related to your invoices, making it easy to access and manage your invoice files search invoices retrieves a complete list of all payment transactions from your account search invoices retrieves a complete list of all your invoices, allowing you to view and manage every invoice in your account search projects retrieves a complete list of all your projects, giving you an overview of everything you’re working on search sales documents retrieves a complete list of all sales related documents that are currently available search sales quotes retrieves a complete list of all sales quote templates that you can use to create or manage your sales quotes update a crm person updates the details of a specific person using their unique id update a document updates the content of a specific document identified by its unique id update a document updates an existing document with new information in your crm system, ensuring your records stay current and accurate update a leave updates the details of an existing leave request using the specified leave id update a project updates the details of an existing project by specifying its unique id update a sales document updates an existing sales document in your system with new or modified information update a sales quote updates the details of an existing sales quote using its specific id update an employee updates the details of an existing employee in the hrm system, allowing you to modify information such as their contact details, job position, or other personal and employment related data update an external document updates the content of a specific external document using its unique id update an hrm absence updates the details of an existing absence record using the specified id update an invoice allows you to update the details of a specific invoice by providing its id update an invoice document updates the details of an existing invoice document using the provided id update an invoice payment allows you to update the details of an existing payment by specifying its unique id watch crm documents this module activates whenever a new document is uploaded or created within your crm, allowing you to automatically kick off workflows or actions in response watch crm persons this module activates whenever a new contact is created in your crm, allowing you to automatically start workflows or actions whenever someone new is added to your customer database watch contact persons triggers whenever a new contact person is created in your system, allowing you to automatically start workflows or actions based on the addition of new contacts 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}} simplicate resources you can have access to more resources related to this app on the following links https //community make com/search?q=simplicate https //simplicate com https //startintegrate com/apps/business erp/simplicate 3z8d6p https //www make com/en/hq/app invitation/a718d065c8a42c7ddf7737b932abfa03 https //www make com/en/integrations/simplicate community