CRM and Sales tools
Uptics by Codex Solutions International
14 min
uptics is an outbound sales platform that centralizes multi channel outreach and automates workflows for sales teams integrating with make com enables users to automate lead management, outreach, and analytics across various sales and marketing tools this is ai generated content based on official uptics documentation the content may still contain errors—please verify important information if you have questions, contact https //help uptics io/en directly how to get support on uptics uptics 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=uptics\&app slug=uptics community\&app unique id=uptics onh5if requirements to use the uptics app in make, you must have an active account and access to their lookup apis, https //www uptics io/ 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/uptics community/ click the install button follow the on screen instructions to complete the setup connect uptics and {{product name}} to get started, you must first create a connection between uptics and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to retrieve your api key from your uptics account settings login to your uptics account using your credentials navigate to the settings section go to the integrations area select the api page locate and retrieve your 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=uptics\&app slug=uptics community\&app unique id=uptics onh5if create the connection in {{product name}} https //www make com/en/register , add the uptics 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 uptics 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 uptics modules after connecting to the uptics app, you can choose from a list of available modules to build your {{scenario plural lowercase}} fetch a email messages retrieves the most recent 20 email messages from your inbox, allowing you to view and process the latest emails list all inboxes fetches a detailed list of all your connected accounts, along with the current status of each one lookup an email performs a search to find information associated with a specific email address, such as identifying the owner or related details make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access endpoints or features not covered by the standard modules search a domain searches the specified domain to find and list all email addresses that are publicly accessible and associated with it send a message to send an sms message to a specified recipient send an email sends an email message to one or more recipients, allowing you to specify the subject, body, attachments, and other email details verify an email this module verifies an email address and gives you detailed information about it, helping you confirm its validity and learn more about the email in question 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}} uptics resources you can have access to more resources related to this app on the following links https //www uptics io/ https //help uptics io/en https //docs uptics io/#/ https //www make com/en/integrations/uptics community