SlimCRM

slimcrm is a cloud based customer relationship management platform designed for vietnamese businesses, offering tools for sales, marketing, project management, and customer support integrating with make com enables automated workflows, boosting productivity and streamlining business operations this is ai generated content based on official slimcrm documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //slimcrm vn?utm source=make directly requirements to use the slimcrm app in make, you must have an active slimcrm account with api access enabled and a valid api token, https //slimcrm vn?utm source=make connect slimcrm and {{product name}} to get started, you must first create a connection between slimcrm and {{product name}} , allowing the two services to communicate you can connect using the following method api token api token instructions you need to generate an api token to access the api navigate to the system section go to settings select api management click the add account button to create a new api token note the generated api token each token will have an expiration time set by the creator if you do not see the api management section, request the slimcrm support team to activate the api feature create the connection in {{product name}} https //www make com/en/register , add the slimcrm 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 slimcrm or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page slimcrm modules after connecting to the slimcrm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} search tasks retrieves a list of tasks that match your search criteria create a client creates a new client record in your system create a lead creates a new lead record in your connected application create a payment initiates and processes a new payment transaction create a staff creates a new staff member record create a task creates a new task in your selected application or project create an expense creates a new expense record in your account create an invoice generates a new invoice document for a customer or transaction delete a client permanently removes a specified client from your account delete a lead permanently removes a specified lead from your database delete a payment permanently removes a specified payment from your account delete a staff removes a staff member from your account delete a task permanently removes a specified task from your account delete an expense permanently removes a selected expense record from your account delete an invoice permanently removes a selected invoice from your account get a client retrieves detailed information about a specific client get a lead retrieves detailed information about a specific lead get a payment retrieves detailed information about a specific payment get a staff retrieve detailed information about a specific staff member get a task retrieves detailed information about a specific task get an expense retrieves detailed information about a specific expense get an invoice retrieves the details of a specific invoice list clients retrieve a list of all clients from your account list expenses retrieve a list of all recorded expenses list invoices retrieve a list of all invoices from your account list leads retrieve a list of leads from your connected account list payments retrieve a list of all recorded payments from your account list staffs retrieve a list of all staff members list tasks retrieve a list of tasks make an api call send custom, authorized api requests to slimcrm to interact with its features and data search clients by criteria retrieves a list of clients that match your search criteria search clients by keyword retrieves a list of clients that match your search criteria search expenses retrieves a list of expenses that match your search criteria search invoices retrieves a list of invoices that match your search criteria search leads by criteria retrieves a list of leads that match your search criteria search leads by keyword retrieves a list of leads that match your search criteria search payments retrieves a list of all payments that match the specified search criteria search staffs by keyword retrieves a list of all staff members that match the specified search criteria update a client updates the details of an existing client in your system update a lead updates the details of an existing lead in your system update a payment updates the details of an existing payment transaction update a staff update the details of an existing staff member update a task updates the details or status of an existing task update an expense updates the details of an existing expense record update an invoice updates the details of an existing invoice watch contact triggers when a new contact record is added to your slimcrm account watch expense triggers when a new expense entry is added to your slimcrm account watch invoice triggers whenever a new invoice record is generated in your slimcrm account watch lead triggers when a new lead record is added to your slimcrm account watch payment triggers when a new payment record is added in slimcrm, allowing you to take action whenever a payment is processed watch staff triggers when a new staff member is added to your slimcrm account watch task triggers whenever a new task is added to your slimcrm account 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}} slimcrm resources you can have access to more resources related to this app on the following links https //community make com/search?q=slimcrm https //slimcrm vn?utm source=make https //help slimcrm vn/tich hop/tong quan cac api https //www make com/en/integrations/slimcrm