CRM and Sales tools
weclapp by Maxmel Tech
15 min
weclapp is a cloud based erp platform combining crm, merchandise management, and financial accounting to streamline business processes for various industries integrating with make com enables users to automate workflows and synchronize business data across multiple tools and services this is ai generated content based on official weclapp documentation the content may still contain errors—please verify important information if you have questions, contact https //weclapp com/ directly how to get support on weclapp weclapp 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=weclapp\&app slug=weclapp\&app unique id=weclapp s3mgzy requirements to use the weclapp app in make, you must have an active weclapp account and a user specific api token, https //weclapp com/ 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/weclapp/ click the install button 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 method api token api token instructions you need to retrieve your user specific api token login to your platform using your credentials navigate to your username menu go to 'my settings' locate the section labeled 'api token' authenticate again if prompted to view the content retrieve your current api token or generate a new one if needed 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=weclapp\&app slug=weclapp\&app unique id=weclapp s3mgzy create the connection in {{product name}} https //www make com/en/register , add the weclapp 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 weclapp 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 weclapp modules after connecting to the weclapp app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your account, capturing their details for future transactions and communications create an invoice generates a brand new invoice for your customer, allowing you to easily bill them for products or services download a document downloads a selected document from your account, allowing you to save it for offline access or use in other applications get a customer fetches detailed information about a specific customer that already exists in your system get an invoice fetches detailed information about a specific invoice that already exists in your account list invoices fetches a detailed list of all invoices from your account, allowing you to view and manage your billing records easily make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules update a customer updates the details of an existing customer record, allowing you to modify information such as name, contact details, or other customer related fields update an invoice updates the details of an existing invoice record, allowing you to modify information such as amounts, dates, or customer data watch events activates when specific events occur, allowing you to automatically respond to changes or actions within the app 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}} weclapp resources you can have access to more resources related to this app on the following links https //community make com/search?q=weclapp https //weclapp com/ https //doc weclapp com/en/ https //www weclapp com/api/ https //www make com/en/integrations/weclapp