Business Operations and ERPs
Sortly by Maxmel Tech
21 min
sortly is an easy to use inventory management platform for small businesses, enabling tracking, organizing, and reporting of physical assets integrating with make com allows automated inventory updates, alerts, and streamlined workflows across business tools this is ai generated content based on official sortly documentation the content may still contain errors—please verify important information if you have questions, contact https //help sortly com/hc/en us directly how to get support on sortly sortly 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=sortly\&app slug=sortly community\&app unique id=sortly l0jlw1 requirements to use the sortly app in make, you must have a sortly ultra or enterprise plan and generate an api key, https //sortly 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/sortly community/ click the install button follow the on screen instructions to complete the setup connect sortly and {{product name}} to get started, you must first create a connection between sortly and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate your api key login to your platform using your credentials navigate to the api section within your account settings locate the option to generate or view your api key copy the generated api key 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=sortly\&app slug=sortly community\&app unique id=sortly l0jlw1 create the connection in {{product name}} https //www make com/en/register , add the sortly 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 sortly 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 sortly modules after connecting to the sortly app, you can choose from a list of available modules to build your {{scenario plural lowercase}} clone an item creates a new item by duplicating the details of an existing item, making it easy to quickly generate similar entries create an alert creates a brand new alert notification, allowing you to monitor specific events or activities as soon as they occur create an item adds a new item to your selected list or database create an item group creates a new item group, allowing you to organize multiple related items together for easier management and tracking delete an alert removes a specific alert that you no longer need from your account delete an item permanently removes a selected item from your account or database delete an item group permanently removes a specific item group from your system get an item fetches and displays detailed information about a specific item, giving you all the key details you need about that particular entry get an item group fetches detailed information about a specific item group, allowing you to view all its associated data list alerts fetches and displays a list of all existing alerts, allowing you to review current notifications or warnings within your system list item groups fetches and displays a list of item groups, allowing you to view all the grouped items available in your account list items fetches a detailed list of items stored in your account, allowing you to view and manage all available entries 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 access features or endpoints not covered by the standard modules move an item moves a selected item into a specified folder, helping you organize your files more efficiently search items finds items that match the criteria you set, helping you quickly locate specific records based on your search parameters update an alert updates the details of an existing alert, allowing you to modify its settings or information as needed update an item updates the details of a specific item with new information update an item group updates the details of an existing item group, allowing you to modify information such as the group’s name, description, or other relevant attributes watch alerts triggers whenever a new alert is generated in your system, allowing you to automatically respond or take action based on the details of the alert watch item groups this module activates whenever a brand new item group is added, allowing you to automatically respond to the creation of new item groups in your system watch items triggers when a new item is added to your selected app or service, allowing you to automatically start workflows whenever something new is created watch updated item groups this module activates whenever any changes are made to an item group, allowing you to automatically respond to updates or modifications within your item groups watch updated items triggers whenever an existing item is modified, allowing you to take action whenever changes are made to that item 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}} sortly resources you can have access to more resources related to this app on the following links https //community make com/search?q=sortly https //sortly com https //help sortly com/hc/en us https //help sortly com/hc/en us/articles/6515368639643 sortly api overview https //www make com/en/integrations/sortly community