VaultRE by Maxmel Tech

mri vault is a cloud based document management solution for real estate professionals, enabling secure storage, retrieval, and sharing of property documents integrating with make com streamlines workflows by automating document handling and syncing across multiple business applications 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 https //www mrisoftware com/au/products/vault/ 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 an api key and have a clients access token, null app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/vaultre community/ 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 api\@vaultre com au to request your client id advise vaultre of your redirect uri or list of redirect uris that will be used for redirecting users back to your application wait for confirmation from vaultre that your client id and redirect uris have been registered decide what type of access you need office/account level (third party tokens) or user/person level (user tokens) use the provided client id and registered redirect uri to initiate the oauth2 0 flow and retrieve the authorization code exchange the authorization code for an access token using your client id 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 person add property note adds a new note to a specific property, allowing you to record important information or updates related to that property add a property landlord adds a landlord to a specified property record for the duration of its lifecycle 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, helping you keep track of who has purchased a particular property life add a property tenant adds a tenant to a specified property for a defined tenancy period create a building adds a new building record to your database, allowing you to store and manage detailed information about a specific building create a contact adds a brand new contact to your list, allowing you to store their details for future reference and communication 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 removes a specific note attached to a contact, helping you keep your contact records organized and up to date delete a property permanently removes a specific property from your account using its unique id delete a property landlord removes a selected landlord from a specific property record, ensuring they are no longer associated with that property delete a property note removes a specific note from a property using its unique id delete a property owner removes a designated owner from a specific property life, ensuring that the selected individual no longer has ownership rights to that particular property life delete a property purchaser removes a selected purchaser from a specific property lifecycle, ensuring they no longer have access or association with that property delete a property tenant removes a selected tenant from a specific property listing, ensuring that the tenant is no longer associated with that property 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 records 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 retrieves detailed information about a specific property get a property note fetches a specific property note using its unique id, allowing you to view detailed information about that particular note list buildings fetches and displays a list of all available buildings, allowing you to view detailed information about each one list contact calendar events fetches a detailed list of all events associated with a specific contact to use this module, you'll need a token obtained directly from vaultre list contact notes fetches and displays all notes associated with a specific contact, allowing you to view detailed information and interactions linked to that contact list property notes retrieves all notes associated with a specific property, allowing you to view detailed information and comments linked to that property list property sale history retrieves detailed information about a property's past sales, giving you a complete history of previous transactions for that property make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access specific features or data not covered by the standard modules search buildings by name finds and retrieves detailed information about buildings that match the name you provide search contacts finds contacts that match specific criteria you set, allowing you to search for people in your database based on details like name, email, or other information search properties searches for properties based on your specified criteria, helping you quickly 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 looks up and retrieves detailed information about property owners based on your search criteria search property purchasers finds and retrieves information about individuals or entities who have purchased properties search property tenants finds and lists tenants associated with a specific property send email to a contact sends an email to a specific contact using vaultre 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 one specific contact using a token that you need to get directly from vaultre touch a contact this module updates a specific contact to indicate that they have been interacted with or "touched " update contact note updates the details of an existing note attached to a contact, allowing you to modify the content or information within that note 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 updates the list of landlords associated with a specific property life, ensuring all landlord information for that property is current update a property owners updates the owners associated with a specific property life, allowing you to assign or change who is responsible for that property record update a property purchasers updates the list of purchasers associated with a specific property life, ensuring the information stays current and accurate update a property tenants this module allows you to update the tenant information for a specific property life, making it easy to keep your property records up to date 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 new properties that are created, and triggers when a new property is added watch updated contacts monitors your contacts and notifies you whenever any contact information is 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 https //www make com/en/templates , 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