Thatch Ai by Codex Solutions International

thatch health is a flexible health benefits platform enabling employers to set customizable budgets for employees to spend on health services integrating with make com would automate benefits management, streamline claims, and enhance hr workflows with real time data and support this is ai generated content based on official thatch ai documentation the content may still contain errors—please verify important information if you have questions, contact https //support thatch com/ directly how to get support on thatch ai thatch ai 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=thatch%20ai\&app slug=thatch ai community\&app unique id=thatch ai varix7 requirements to use the thatch ai app in make, you must be an approved partner with a thatch for platforms account and have an api key, https //thatch ai/ 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/thatch ai community/ click the install button follow the on screen instructions to complete the setup connect thatch ai and {{product name}} to get started, you must first create a connection between thatch ai and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token bearer token instructions you need to obtain your bearer token to authenticate api requests log in to your thatch platform account using your credentials contact the thatch team at platforms\@thatch com to request access to the thatch for platforms api once your account is set up by the thatch team, obtain your bearer token as provided by thatch 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=thatch%20ai\&app slug=thatch ai community\&app unique id=thatch ai varix7 create the connection in {{product name}} https //www make com/en/register , add the thatch ai 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 thatch ai 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 thatch ai modules after connecting to the thatch ai app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create bilk employees for prospect easily add multiple employees at once for a specific prospect this module streamlines the process by allowing you to create several employee records in bulk for the chosen prospect create a prospect adds a new prospect to your database, allowing you to start tracking and managing potential leads create a quote for a prospect generates a detailed sales quote for a potential customer, outlining products, services, and pricing create an employee adds a new employee record to your system, allowing you to store and manage their details create an employer adds a new employer record to your system, allowing you to store and manage information about a new employer get an employee retrieves detailed information about a specific employee using their unique id get an employer retrieves detailed information about a specific employer using their unique id list all employers retrieves a detailed list of employers, providing key information about each one list all employees retrieves a detailed list of all employees, including their key information list all enrollments retrieves a complete list of all enrollments, allowing you to view every enrollment record in your system list all prospects retrieves a complete list of all your prospects, allowing you to view and manage everyone currently in your database make an api call perform a custom api request to interact directly with the selected service, allowing you to access or send data beyond the standard modules update an employee updates the details of an existing employee, allowing you to modify their information such as name, contact details, job title, or other relevant data 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}} thatch ai resources you can have access to more resources related to this app on the following links https //thatch ai/ https //support thatch com/ https //docs thatch com/api/ https //www make com/en/integrations/thatch ai community