Valuecase

valuecase is a platform for customer onboarding and sales collaboration, offering interactive onboarding plans, automated customization, and centralized progress tracking integrating valuecase with make com enables automated onboarding workflows, crm data syncing, and streamlined sales process management this is ai generated content based on official valuecase documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //help valuecase com/en/articles/77748 slack integration directly requirements to use the valuecase app in make, you must have an active account and request api keys from valuecase, https //www valuecase com/?utm source=make for subscription, refer to the https //www valuecase com/?utm source=make connect valuecase and {{product name}} to get started, you must first create a connection between valuecase and {{product name}} , allowing the two services to communicate obtain your oauth2 0 credentials in your valuecase account create the connection in make obtain your oauth2 0 credentials in your valuecase account before you create the connection in {{product name}} , you should first obtain your oauth2 0 credentials in your valuecase account to obtain your oauth2 0 credentials navigate to admin settings click on api & custom apps if prompted, enter the callback uri https //www integromat com/oauth/cb/valuecase copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help valuecase com/en/articles/89019 how to connect and use the salesforce integration as a user create the connection in {{product name}} https //www make com/en/register , add the valuecase 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 valuecase account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page valuecase modules after connecting to the valuecase app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add an external id to space updates the integration settings of a space, such as assigning a hubspot deal id or other integration specific properties complete a task marks a specific task within an action plan as completed create a space creates a new workspace (space) in valuecase for organizing your projects and collaborations get a space by slug retrieves detailed information about a specific space in valuecase using its unique slug identifier list all forms for a space retrieves every form, whether completed or in progress, associated with a specific space using its space id list all outstanding tasks for a space retrieves all unfinished tasks from a specified space list external ids by space id retrieves external identifiers linked to a space, including ids from platforms like hubspot deals and others list all custom properties for a space retrieves a complete list of all custom properties linked to the specified space list spaces by external id retrieves spaces from valuecase that are associated with a specific third party id (such as a crm id) assigned when the space was created make an api call executes a custom api request to the connected service using your authorized credentials update a custom property of a space updates the value of a specified custom property for an existing space update a space enables you to transfer ownership of a space to another user or archive the space for future reference watch completed form triggers when a newly completed task is detected in your account watch completed task triggers when a newly completed task is detected in your account watch created space triggers when a newly created space is detected in your account 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}} valuecase resources you can have access to more resources related to this app on the following links https //community make com/search?q=valuecase https //www valuecase com/?utm source=make https //app valuecase com/spaces/api/docs https //www make com/en/integrations/valuecase