VaultRE by Maxmel Tech

mri vault is a cloud based document management solution for real estate professionals, enabling secure storage, sharing, and collaboration on property documents integrating with make com streamlines workflows by automating document handling and syncing across property management systems this is ai generated content based on official vaultre documentation the content may still contain errors—please verify important information if you have questions, contact vaultre support directly how to get support on vaultre vaultre 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=vaultre\&app slug=vaultre community\&app unique id=vault re 67vcuio3 h8vuau requirements to use the vaultre app in make, you must be a registered integrator with vaultre, have an api key, and obtain an access token from each client, create your account on vaultre 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 vaultre and {{product name}} to get started, you must first create a connection between vaultre and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token contact the vaultre api team at their provided email address request your client id this is a different value to your api key advise the vaultre api team of your redirect uri or list of redirect uris that will be used for redirecting users back to your application wait for confirmation from the vaultre api team with your client id and confirmation that your redirect uris have been registered 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=vaultre\&app slug=vaultre community\&app unique id=vault re 67vcuio3 h8vuau create the connection in {{product name}} log in in your make account , add the vaultre 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 vaultre 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 vaultre modules after connecting to the vaultre app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add contact note adds a new note to a specific contact, allowing you to store important information or updates related to that contact add property note adds a new note to a specific property, allowing you to record important details or updates related to that property add a property landlord adds a landlord to a specified property for a defined duration add a property owner adds a new owner to a specific property life, allowing you to manage ownership details for that property add a property purchaser adds a purchaser to a specific property life record, allowing you to track who has purchased or is associated with that particular property add a property tenant adds a tenant to a specified property for a defined rental period create a building adds a new building record to your system, allowing you to store and manage details about a specific building create a contact adds a new contact to your selected account, allowing you to store and manage their details for future use delete a building permanently removes a specific building record from your account delete a contact permanently removes a specific contact from your account using its unique id delete a contact note permanently removes a specific note attached to a contact, helping you keep your contact records organized and up to date delete a property removes a specific property from your account using its unique id this module helps you permanently delete the selected property and all its associated details delete a property landlord removes a landlord from a specific property’s record, effectively dissociating them from that property delete a property note permanently removes a specific property note from your account using its unique id delete a property owner removes a selected owner from a specific property life, helping you manage ownership details more efficiently delete a property purchaser removes a selected purchaser from a specific property lifecycle, ensuring they are no longer associated with that property’s process delete a property tenant removes a selected tenant from a specific property listing, updating the property's tenant records accordingly get property features fetches and displays a detailed list of all features available for a specific property get property sale / lease data fetches detailed sale or lease information for a specific property that already exists in your system get a contact fetches detailed information about a specific contact get a contact note fetches detailed information about a specific contact note get a property fetches detailed information about a specific property, allowing you to view all its available data get a property note fetches detailed information about a specific property note using its unique id list buildings fetches and returns a detailed list of all buildings available in your account, helping you easily view and manage building information list contact calendar events fetches and displays all events associated with a specific contact you’ll need to use a token obtained directly from vaultre to access this information list contact notes retrieves all notes associated with a specific contact, allowing you to view detailed information and history related to that contact list property notes retrieves all notes associated with a specific property, allowing you to view detailed comments or updates linked to that property list property sale history fetches detailed sale history records for a specific property, allowing you to view past transactions and ownership changes make an api call executes a custom api request to the selected service, allowing you to interact with any available endpoint using your own parameters and authorization search buildings by name finds and returns information about buildings that match the name you specify search contacts allows you to find contacts based on specific details or filters you choose, making it easy to locate the exact contacts you need search properties searches for properties based on your specified criteria, helping you find listings that match what you're looking for search properties by address finds and retrieves property details based on the address you provide search property landlords finds and retrieves information about property landlords based on your search criteria search property owners finds and retrieves information about property owners based on your search criteria search property purchasers searches for individuals or organizations who have purchased properties, helping you find detailed information about property buyers search property tenants finds and retrieves information about tenants associated with a specific property send email to a contact sends an email to a specific contact using details you provide to use this module, you’ll need a token that you can get directly from vaultre send sms to a contact sends an sms message to an individual contact using a token that you need to get directly from vaultre touch a contact updates the status of a specific contact to indicate they have been engaged or interacted with update contact note updates the details of an existing note attached to a contact, allowing you to modify the note’s content as needed update property note updates the details of an existing property note, allowing you to modify its content or information as needed update a building updates the details of an existing building record, allowing you to modify information such as the building’s name, address, or other related attributes update a contact updates the details of an existing contact, allowing you to modify information such as name, email, phone number, or other contact fields update a property landlords this module updates the landlord information for a specific property throughout its entire lifecycle update a property owners updates the owners associated with a specific property throughout its lifecycle update a property purchasers updates the list of purchasers associated with a specific property for its entire duration update a property tenants updates the list of tenants associated with a specific property for its entire duration, ensuring tenant information stays current watch new contacts monitors your account for any new contacts that are added and triggers when a new contact is created watch new properties monitors your account for any newly created properties and notifies you when a new property is added watch updated contacts monitors your contacts and notifies you whenever any of their details are updated watch updated properties monitors your selected properties and notifies you whenever any of their details are updated templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} vaultre resources you can have access to more resources related to this app on the following links vaultre website vaultre documentation vaultre api documentation vaultre page on make