SmartMoving by Maxmel Tech

smartmoving is an all in one crm and operations platform for moving companies, centralizing sales, dispatch, storage, accounting, and customer management integrating with make com enables automated workflows, improving efficiency and connectivity with other business tools this is ai generated content based on official smartmoving documentation the content may still contain errors—please verify important information if you have questions, contact smartmoving support directly how to get support on smartmoving smartmoving 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=smartmoving\&app slug=smartmoving community\&app unique id=smart moving zcq4d9 requirements to use the smartmoving app in make, you must have a smartmoving growth plan account and an api key, create your account on smartmoving app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect smartmoving and {{product name}} to get started, you must first create a connection between smartmoving 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 provider key login to your smartmoving platform using your credentials navigate to the settings section go to sales select lead providers choose your website from the list of lead providers select view instructions copy the provider key presented in the popup window 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=smartmoving\&app slug=smartmoving community\&app unique id=smart moving zcq4d9 create the connection in {{product name}} log in in your make account , add the smartmoving 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 smartmoving 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 page smartmoving modules after connecting to the smartmoving app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your account, allowing you to store their details and manage their information easily create a job creates a brand new job entry, allowing you to add all the necessary details for a new position within your system delete a job permanently removes a specific job from your account, ensuring it’s no longer available or accessible get a customer fetches detailed information about a specific customer get a lead fetches detailed information about a specific lead using its unique id list customer opportunities fetches a detailed list of customer opportunities, allowing you to view and manage potential sales or deals associated with your customers list customers fetches and displays a list of all your customers, allowing you to view their details in one place list leads retrieves a list of leads associated with a specific account, allowing you to access detailed information about each lead list opportunity jobs fetches and displays a list of all jobs associated with a specific opportunity, helping you easily view and manage the related job details make an api call executes a custom api request to the service using your authorized account, allowing you to access specific features or data not covered by the standard modules search customers by query this module helps you find customers by searching their name, email address, or mobile phone number update a customer updates the details of an existing customer using their unique id watch leads this module activates whenever a new lead is added to your account, allowing you to automatically start workflows or actions based on each new lead captured templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} smartmoving resources you can have access to more resources related to this app on the following links smartmoving website smartmoving documentation smartmoving api documentation smartmoving page on make