SuperOffice by #makeitfuture.

superoffice is a crm platform offering sales, service, and marketing tools enhanced by ai features integrating with make com enables users to automate workflows, synchronize data, and streamline customer management across multiple business applications 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 https //www superoffice com/ 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 register as a developer and register an app to obtain a client id and secret, null 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/superoffice/ 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 basic auth,soticket,bearer,negotiate/ntlm,session with x xsrf token basic auth instructions you need to obtain your superoffice username and password log in to your superoffice platform using your credentials locate your superoffice username obtain your superoffice password soticket instructions you need to retrieve the user's socredential ticket ensure you are running your application in the context of a superoffice web panel obtain the user's socredential ticket from the application context if you are operating in an online environment, also retrieve the application secret (client secret) to use as so apptoken bearer instructions you need to obtain an access token from superid login to your platform using your credentials obtain an access token from superid the access token will be in the format 7a\ abc123== or similar negotiate/ntlm instructions you need to use your active directory credentials for authentication ensure your organization has active directory configured and that your user account is part of it verify that the superoffice instance is set up to support negotiate/ntlm authentication confirm that your user credentials for active directory are valid and have the necessary permissions to access superoffice session with x xsrf token instructions you need to retrieve the xsrf token value from your current logged in session ensure you are logged in to the superoffice platform locate the xsrf token input field on a superoffice page this field contains the required random value identifying the current session retrieve the value of xsrf token from the input field 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 all its related details and fields get associated person retrieve a comprehensive 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 contents of the document as a data stream, allowing you to access and process the document's information efficiently, especially useful for handling large files or when you need to work with the data in chunks rather than loading it all at once get list task item retrieve a list of available follow up appointment types, helping you see all the different kinds of follow up appointments you can schedule get person retrieve a single contact person’s details get project retrieves detailed information about a specific project get sale by id retrieve details of a specific sale from your account list all activities retrieves a comprehensive list of all activities associated with a specific company list all appointment retrieves a complete list of all appointments, allowing you to view and manage every scheduled appointment in your system list all contacts filtered returns a list of companies whose names begin with the specified characters you provide list all sales provides a detailed list of all sales made by your company, allowing you to easily review and track each transaction 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, giving you an overview of every project currently in your account list projects associate with contact displays a list of all projects associated with a specific company make an api call perform a custom api call to connect with an external service, allowing you to send or receive data based on your specific needs 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}} superoffice resources you can have access to more resources related to this app on the following links