SmartMoving by Maxmel Tech

smartmoving is a software platform designed to help moving companies manage sales, operations, and customer communication integrating with make com enables automation of workflows, improving efficiency and streamlining business processes for moving companies 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 https //smartmoving com/ 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 growth plan account and an api key, https //smartmoving 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/smartmoving community/ 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 enable the api and retrieve your api key and client id login to your smartmoving account navigate to settings go to integrations select smartmoving api toggle the api on to enable it retrieve your api key and client id provided after enabling the api 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 system, allowing you to store and manage their details for future interactions and transactions create a job creates a new job by adding a fresh entry to your job list, allowing you to start tracking and managing a new task or project delete a job permanently removes a specific job from your account or system 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 and displays 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 customers from your account, allowing you to view their details in one place list leads retrieves a list of leads associated with a specific account list opportunity jobs fetches and displays a detailed list of all jobs associated with a specific opportunity, helping you easily view and manage related job records make an api call allows you to make a custom api request to the connected service using your own parameters and settings, giving you flexibility to interact with features not covered by the standard modules search customers by query searches for customers whose name, email, or mobile phone matches your query, helping you quickly find the specific customer information you need update a customer updates the details of an existing customer using their unique id watch leads this module activates whenever a new lead is created in your account, allowing you to automatically start workflows or actions as soon as fresh lead information becomes available 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}} smartmoving resources you can have access to more resources related to this app on the following links https //community make com/search?q=smartmoving https //smartmoving com/ https //help smartmoving com/en/articles/3994387 smartmoving lead api integration guide https //help smartmoving com/en/articles/9739804 smartmoving s open api https //www make com/en/integrations/smartmoving community