Business Intelligence
Vereaze by Codex Solutions
14 min
vereaze is a real estate transaction management platform that streamlines workflows for agents and brokers integrating with make com enables automation of transaction processes, document handling, and communication, increasing efficiency for real estate professionals this is ai generated content based on official vereaze documentation the content may still contain errors—please verify important information if you have questions, contact vereaze support directly how to get support on vereaze vereaze 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=vereaze\&app slug=vereaze community\&app unique id=vereaze xenlg5 requirements to use the vereaze app in make, you must have an active account and an api key, create your account on vereaze 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 vereaze and {{product name}} to get started, you must first create a connection between vereaze and {{product name}} , allowing the two services to communicate you can connect using the following method api key (bearer token) api key (bearer token) instructions you need to create and retrieve your api key to use for authentication log in to your vereaze account navigate to the 'my business' section go to the 'api keys' subsection select the option to 'create key' copy the generated api key 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=vereaze\&app slug=vereaze community\&app unique id=vereaze xenlg5 create the connection in {{product name}} log in in your make account , add the vereaze 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 vereaze 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 vereaze modules after connecting to the vereaze app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a task creates a brand new task, allowing you to specify details such as the task name, description, due date, and other relevant information get a project retrieve a detailed list of all your existing projects, including their key information, to help you easily view and manage your current work get a task retrieve detailed information about a specific task using its project id this module helps you access all the relevant details for a particular task within a given project list all clients retrieve a detailed list of all your clients, including their key information, to help you manage and organize your client database more efficiently list all invoices retrieve a detailed list of all invoices from your account, allowing you to view and manage your billing records efficiently list all paid invoices retrieve a list of invoices that have been marked as paid list all statuses retrieve a detailed list of all available statuses, helping you understand the current state or progress of your items list all unpaid invoices retrieve a list of all invoices that have not yet been paid list all user retrieve a detailed list of all users within your account, including their relevant information templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} vereaze resources you can have access to more resources related to this app on the following links vereaze website vereaze documentation vereaze api documentation vereaze page on make