CRM and Sales tools
Uptics by Codex Solutions International
14 min
uptics is an outbound sales automation platform offering crm, cold emailing, lead nurturing, and multi channel outreach tools integrating with make com enables users to automate sales workflows and sync data across their sales and marketing ecosystems efficiently 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 uptics support 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 an api key, create your account on uptics 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 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 oauth2 0 oauth2 0 instructions you need to authorize uptics as an app in your google workspace and retrieve the uptics client id login to your google workspace admin account navigate to the page for configuring and authorizing new apps in your workspace copy the uptics client id 893079756432 f710r926qc55la0medf4vjbv6bf58rcd apps googleusercontent com select which oauth scopes to grant to the app, recommended to use all choose the trusted option for the app complete the authorization process verify that the app is listed as verified in your workspace 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}} log in in your make account , 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 connect an application 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 20 most recent email messages from your account, allowing you to view and process the latest incoming emails list all inboxes fetches a detailed list of all your connected accounts, including the current status of each one, so you can easily see which accounts are active or need attention 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 service, enabling you to interact with any endpoint not covered by the standard modules search a domain searches the specified domain for any email addresses that are publicly available, helping you quickly find and collect all email contacts associated with that domain send a message sends an sms message to a specified recipient send an email send an email message to one or more recipients, allowing you to specify the subject, message body, and other email details verify an email performs an email verification process and returns detailed information about the specified email address templates you can look for more templates in make's template gallery , 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 uptics website uptics documentation uptics api documentation uptics page on make