CRM and Sales tools
Uspacy
11 min
uspacy is a collaborative platform offering chat, tasks, crm, and document management for teams integrating with make com enables users to automate workflows, streamline communication, and synchronize business processes across multiple tools for greater productivity limited documentation we currently can't provide complete documentation for uspacy because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from uspacy and public sources to create detailed guides uspacy modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a comment adds a new comment to your selected item or conversation create a company creates a new company record in your crm system create a contact adds a new contact to your crm system create a deal creates a new deal record in your crm, helping you track potential sales opportunities create a entity creates a new crm record, such as a lead, deal, or company create a group creates a new group in your account, allowing you to organize users or resources easily create a lead creates a new lead in your crm, helping you track potential customers or sales opportunities create a smart object creates a new smart object in your crm, helping you organize and manage customer information more efficiently create a task creates a new task in your selected app, helping you organize and track your work make an api call allows you to make a custom api request to any authorized endpoint of the service search entity searches for specific records or entities within your crm system update an entity updates the details of an existing entity with new information upload a file uploads a file to your selected destination 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}} uspacy resources you can have access to more resources related to this app on the following links https //community make com/search?q=uspacy https //uspacy com/?utm source=makecom\&utm medium=referral https //uspacy readme io/reference/introduction https //www make com/en/integrations/uspacy help us improve this documentation have experience with uspacy? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone