--- title: SlimCRM slug: slimcrm description: How to integrate SlimCRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_slimcrm.png docTags: createdAt: 2025-11-27T21:58:26.972Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/slimcrm.png" alt="SlimCRM logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [SlimCRM ](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, [create your account on SlimCRM.](https://slimcrm.vn?utm_source=make) # Connect SlimCRM and Make To get started, you must first create a connection between SlimCRM and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Navigate to the System section. ::: :::WorkflowBlockItem Go to Settings. ::: :::WorkflowBlockItem Select API Management. ::: :::WorkflowBlockItem Click the Add Account button to create a new API Token. ::: :::WorkflowBlockItem Note the generated API Token. Each token will have an expiration time set by the creator. ::: :::WorkflowBlockItem If you do not see the API Management section, request the SlimCRM support team to activate the API feature. ::: :::: ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the SlimCRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # SlimCRM modules After connecting to the SlimCRM app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Search Tasks Retrieves a list of tasks that match your search criteria. ::: :::ExpandableHeading ### Create a Client Creates a new client record in your system. ::: :::ExpandableHeading ### Create a Lead Creates a new lead record in your connected application. ::: :::ExpandableHeading ### Create a Payment Initiates and processes a new payment transaction. ::: :::ExpandableHeading ### Create a Staff Creates a new staff member record. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected application or project. ::: :::ExpandableHeading ### Create an Expense Creates a new expense record in your account. ::: :::ExpandableHeading ### Create an Invoice Generates a new invoice document for a customer or transaction. ::: :::ExpandableHeading ### Delete a Client Permanently removes a specified client from your account. ::: :::ExpandableHeading ### Delete a Lead Permanently removes a specified lead from your database. ::: :::ExpandableHeading ### Delete a Payment Permanently removes a specified payment from your account. ::: :::ExpandableHeading ### Delete a Staff Removes a staff member from your account. ::: :::ExpandableHeading ### Delete a Task Permanently removes a specified task from your account. ::: :::ExpandableHeading ### Delete an Expense Permanently removes a selected expense record from your account. ::: :::ExpandableHeading ### Delete an Invoice Permanently removes a selected invoice from your account. ::: :::ExpandableHeading ### Get a Client Retrieves detailed information about a specific client. ::: :::ExpandableHeading ### Get a Lead Retrieves detailed information about a specific lead. ::: :::ExpandableHeading ### Get a Payment Retrieves detailed information about a specific payment. ::: :::ExpandableHeading ### Get a Staff Retrieve detailed information about a specific staff member. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task. ::: :::ExpandableHeading ### Get an Expense Retrieves detailed information about a specific expense. ::: :::ExpandableHeading ### Get an Invoice Retrieves the details of a specific invoice. ::: :::ExpandableHeading ### List Clients Retrieve a list of all clients from your account. ::: :::ExpandableHeading ### List Expenses Retrieve a list of all recorded expenses. ::: :::ExpandableHeading ### List Invoices Retrieve a list of all invoices from your account. ::: :::ExpandableHeading ### List Leads Retrieve a list of leads from your connected account. ::: :::ExpandableHeading ### List Payments Retrieve a list of all recorded payments from your account. ::: :::ExpandableHeading ### List Staffs Retrieve a list of all staff members. ::: :::ExpandableHeading ### List Tasks Retrieve a list of tasks. ::: :::ExpandableHeading ### Make an API Call Send custom, authorized API requests to SlimCRM to interact with its features and data. ::: :::ExpandableHeading ### Search Clients by Criteria Retrieves a list of clients that match your search criteria. ::: :::ExpandableHeading ### Search Clients by Keyword Retrieves a list of clients that match your search criteria. ::: :::ExpandableHeading ### Search Expenses Retrieves a list of expenses that match your search criteria. ::: :::ExpandableHeading ### Search Invoices Retrieves a list of invoices that match your search criteria. ::: :::ExpandableHeading ### Search Leads by Criteria Retrieves a list of leads that match your search criteria. ::: :::ExpandableHeading ### Search Leads by Keyword Retrieves a list of leads that match your search criteria. ::: :::ExpandableHeading ### Search Payments Retrieves a list of all payments that match the specified search criteria. ::: :::ExpandableHeading ### Search Staffs by Keyword Retrieves a list of all staff members that match the specified search criteria. ::: :::ExpandableHeading ### Update a Client Updates the details of an existing client in your system. ::: :::ExpandableHeading ### Update a Lead Updates the details of an existing lead in your system. ::: :::ExpandableHeading ### Update a Payment Updates the details of an existing payment transaction. ::: :::ExpandableHeading ### Update a Staff Update the details of an existing staff member. ::: :::ExpandableHeading ### Update a Task Updates the details or status of an existing task. ::: :::ExpandableHeading ### Update an Expense Updates the details of an existing expense record. ::: :::ExpandableHeading ### Update an Invoice Updates the details of an existing invoice. ::: :::ExpandableHeading ### Watch Contact Triggers when a new contact record is added to your SlimCRM account. ::: :::ExpandableHeading ### Watch Expense Triggers when a new expense entry is added to your SlimCRM account. ::: :::ExpandableHeading ### Watch Invoice Triggers whenever a new invoice record is generated in your SlimCRM account. ::: :::ExpandableHeading ### Watch Lead Triggers when a new lead record is added to your SlimCRM account. ::: :::ExpandableHeading ### Watch Payment Triggers when a new payment record is added in SlimCRM, allowing you to take action whenever a payment is processed. ::: :::ExpandableHeading ### Watch Staff Triggers when a new staff member is added to your SlimCRM account. ::: :::ExpandableHeading ### Watch Task Triggers whenever a new task is added to your SlimCRM account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # SlimCRM resources You can have access to more resources related to this app on the following links - [SlimCRM topics on Make community](https://community.make.com/search?q=SlimCRM) - [SlimCRM website](https://slimcrm.vn?utm_source=make) - [SlimCRM API documentation](https://help.slimcrm.vn/tich-hop/tong-quan-cac-api) - [SlimCRM page on make](https://www.make.com/en/integrations/slimcrm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::