SuperOffice by #makeitfuture.

superoffice is a comprehensive crm platform with ai features for sales, service, and marketing, focusing on customer relationship management and cloud access integrating with make com enables automated workflows and seamless data exchange between superoffice and other business tools this is ai generated content based on official superoffice documentation the content may still contain errors—please verify important information if you have questions, contact superoffice support directly how to get support on superoffice superoffice 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=superoffice\&app slug=superoffice\&app unique id=super office yuu5mb requirements to use the superoffice app in make, you must have access to an onsite superoffice database or an online tenant and configure authentication according to the api you are using, create your account on superoffice 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 superoffice and {{product name}} to get started, you must first create a connection between superoffice and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0 / openid connect,netserver sosession (server credentials/service proxies) oauth 2 0 / openid connect instructions you need to generate your token login to your platform using your credentials navigate to the section where you can register or manage applications for integration register a new application for integration with superoffice configure the application, specifying the required data access level and permissions retrieve the generated client id and client secret for your application netserver sosession (server credentials/service proxies) instructions you need to obtain the necessary server credentials for authenticating with netserver service proxies ensure you have access to an onsite superoffice database or online tenant locate the application configuration file, either app config or web config, used by your integration find the data element within the configuration file, which contains the database connection settings retrieve the required credentials specified in the data element, such as database username and password 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=superoffice\&app slug=superoffice\&app unique id=super office yuu5mb create the connection in {{product name}} log in in your make account , add the superoffice 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 superoffice 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 superoffice modules after connecting to the superoffice app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get appointment by id retrieve a specific appointment along with its associated details and related information get associated person retrieve a detailed list of all contact persons associated with a specific company get document by id retrieve a single document along with its associated fields get document content retrieve the document's content in a streaming format, allowing you to access the data progressively as it becomes available get list task item retrieves a detailed list of available follow up types (also known as appointment types), helping you see all the different categories of follow up appointments you can schedule get person retrieve details for a single contact person get project retrieves the details of a specific project get sale by id retrieve details of a specific sale from your account this module allows you to access all the information related to a particular sale transaction list all activities retrieves a detailed list of all activities associated with a specific company list all appointment returns a list of all scheduled appointments, including details such as date, time, and participant information list all contacts filtered returns a list of companies whose names begin with the specified characters you provide list all sales retrieves a detailed list of all sales made by your company, allowing you to view and manage every sales transaction in one place list documents associate with contact retrieve a complete list of all documents associated with a specific company list projects retrieves a complete list of all your projects, allowing you to view and manage them in one place list projects associate with contact displays a list of all projects that are associated with a specific company make an api call perform a custom api call to interact directly with the selected app’s api, allowing you to access features or data not yet available through standard modules templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} superoffice resources you can have access to more resources related to this app on the following links superoffice website superoffice documentation superoffice api documentation superoffice page on make