CRM and Sales tools
weclapp
15 min
weclapp is a cloud based erp platform that streamlines business processes like crm, invoicing, and project management integrating weclapp with make com enables users to automate workflows across multiple apps, saving time and reducing manual effort weclapp is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on weclapp, reach out to the developer https //f make com/r/w4eaar?app name=weclapp\&app slug=weclapp requirements to use the weclapp service api, you need an active weclapp account sign up here app installation start by installing the app from the integration page here click the install button and follow the on screen instructions to complete the setup connect weclapp and {{product name}} to get started, you must first create a connection between weclapp and {{product name}} , allowing the two services to communicate you can connect using the following methods api key ,basic auth api key instructions you need to generate your api key from your account settings login to your weclapp account using your credentials navigate to the 'user settings' section in your account locate the 'api key' tab or section generate a new api key if one does not already exist copy the generated api key, which will be labeled as 'api key' store your api key securely and do not share it publicly when making api requests, include the api key in the request header using the key name 'authentication' basic auth instructions you need your username and api key to authenticate using basic auth log in to your weclapp account using your credentials navigate to the 'my settings' or 'user profile' section locate the 'api key' field in your user settings this is sometimes labeled as 'api key' copy your api key this will serve as your password in basic auth note your username (usually your email address associated with your weclapp account) when making api requests, use your username as the basic auth username and your api key as the basic auth password weclapp modules after connecting to the weclapp app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules create a customer adds a brand new customer record to your weclapp account, allowing you to store and manage all their details in one place create an invoice this module helps you quickly generate a brand new invoice, making it easy to bill your customers for products or services download a document this module lets you easily download a specific document from your system, so you can access or use it whenever you need get a customer this module lets you look up and retrieve detailed information about a specific customer that already exists in your system get an invoice fetches the details of a specific invoice that already exists in your account update a customer this module lets you update the details of an existing customer in your system update an invoice this module lets you update the details of an existing invoice record searches modules list invoices this module helps you easily fetch a list of all invoices stored in your account, so you can view and manage your billing records in one place triggers modules watch events this module lets you start automated workflows whenever specific events happen in your chosen app universals modules make an api call this module lets you make a custom, authorized api request to the weclapp platform, so you can interact with any available endpoint and perform actions or retrieve data as needed templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} weclapp resources you can have access to more resources related to this app on the following links weclapp topics on make community weclapp website weclapp documentation weclapp api documentation weclapp page on make explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, get community tips and tricks reach out to customer care log in to your account and reach out to our agents explore developer resources get to know make api, custom apps and our mcp server explore our blog discover how make helps customers like you