Thatch Ai by Codex Solutions International

thatch is a health benefits platform allowing employers to allocate healthcare budgets and employees to spend on insurance and services, including ichra plans and a marketplace integrating with make com enables automated benefits management and streamlined hr workflows 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 thatch ai support 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 a specific partner with an active account and use a bearer token for authorization, create your account on thatch ai 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 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 a bearer token to authenticate api requests login to your thatch platform account using your credentials contact thatch at platforms\@thatch com to request access to thatch for platforms and to set up your account after your account has been set up, obtain your bearer token as provided by the thatch team or from the designated api credentials section in your account 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}} log in in your make account , 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 connect an application 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 add multiple employees at once to a prospect’s account, streamlining the process of setting up new team members 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 newly registered 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 all employers available in your account list all employees retrieves a detailed list of all employees from your account list all enrollments retrieves a complete list of all current enrollments, allowing you to see every user who is enrolled list all prospects retrieves a complete list of all prospects from your account make an api call executes a custom api request to the selected service, allowing you to interact with specific endpoints and access features or data not available in the standard modules update an employee updates the details of an existing employee, such as their contact information, job title, or other profile data templates you can look for more templates in make's template gallery , 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 thatch ai website thatch ai documentation thatch ai api documentation thatch ai page on make