VaultRE

mri vault crm is a cloud based real estate crm and sales platform that manages the entire sales lifecycle, unifying marketing, sales, and operations for agencies integrating with make com enables automated workflows and seamless data exchange across property management tools 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 have a vaultre account and register for api access, create your account on vaultre app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 to request your client id 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 that your client id and redirect uris have been registered initiate the oauth2 0 flow by directing the user to the authorization endpoint using your client id and one of your registered redirect uris after the user grants permission, they will be redirected to your specified redirect uri with an authorization code exchange the authorization code for an access token using your client id and the received code 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 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 record important information or updates related to that contact 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 for a defined period of time 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, allowing you to track who has purchased that particular property life add a property tenant adds a tenant to a specified property for a defined rental period create a building adds a new building entry to your records, allowing you to store and manage detailed information about a specific building create a contact adds a brand new contact to your account, allowing you to store and manage their details easily delete a building permanently removes a specific building record from your system delete a contact permanently removes a specific contact from your account using the contact's 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 removes a specific property from your account using its unique id delete a property landlord removes a landlord from a specific property, effectively ending their association with that property delete a property note removes a specific property note from your account using its unique id this action helps you keep your notes organized by deleting the ones you no longer need 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 property record 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 lease, ending their association with that lease get property features fetches and displays a detailed list of all features associated with 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, allowing you to view all their stored details get a contact note fetches detailed information about a specific contact note get a property fetches detailed information about a specific property get a property note fetches detailed information about a specific property note using its unique id list buildings fetches and displays a detailed list of all available buildings, allowing you to view information about each one list contact calendar events fetches and displays a detailed list of all events associated with a specific contact to use this module, you’ll need a token that you can get directly from vaultre list contact notes fetches and displays all notes associated with a specific contact, allowing you to view detailed information and history related to that contact list property notes fetches and displays all notes associated with a specific property, allowing you to view important details or comments linked to that property list property sale history fetches detailed records of a property's past sales, allowing you to view its complete sale history make an api call allows you to make a custom, authorized api request to the connected service, enabling you to interact with features or endpoints that may not be covered by the standard modules search buildings by name finds and retrieves information about buildings that match the name you enter search contacts finds contacts that match specific criteria you set, such as name, email, or other details search properties finds properties based on your specified search criteria search properties by address searches for properties using a specific address, helping you quickly find detailed information about a particular location search property landlords finds and retrieves information about property landlords based on your search criteria search property owners finds and retrieves information about individuals or organizations who own specific properties search property purchasers finds and retrieves information about individuals or entities who have purchased properties search property tenants finds and retrieves information about tenants associated with a specific property send email to a contact sends an email to a specified contact using vaultre you’ll need to provide a token that you get directly from your vaultre account send sms to a contact sends an sms message to an individual contact using a token that you need to obtain directly from vaultre touch a contact updates the status of 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 its content or other information update property note updates the details or content of an existing note attached to a property 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 landlord information for a selected property throughout its duration update a property owners updates the owners associated with a specific property life, allowing you to manage and keep track of who is responsible for that property at any given time update a property purchasers updates the list of purchasers associated with a specific property life, ensuring that the most current purchaser information is recorded for that property update a property tenants updates the list of tenants associated with a specific property for the duration of its lifecycle 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 changes or updates occur 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