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. |
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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 Valuecase directly.
Requirements
To use the Valuecase app in Make, you must have an active account and request API keys from Valuecase, create your account on Valuecase. For subscription, refer to the Valuecase pricing page.
Connect Valuecase and Make
To get started, you must first create a connection between Valuecase and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Valuecase module to your scenario, 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 Connect an applicationConnect an application. page.
Valuecase modules
After connecting to the Valuecase app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Valuecase resources
You can have access to more resources related to this app on the following links