CRM and Sales tools
weclapp by Maxmel Tech
15 min
weclapp is a german cloud erp platform offering integrated modules for crm, inventory, accounting, and project management integrating with make com enables users to automate business processes, synchronize data, and connect weclapp with other tools for improved workflow efficiency 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 weclapp support 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, create your account on weclapp 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 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 api token from your user settings ensure you are logged in to the platform with your user credentials click on your username to open the user menu navigate to 'meine einstellungen' (my settings) locate the section labeled 'api token' authenticate again if prompted to view this sensitive information copy your api token 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}} log in in your make account , 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 connect an application 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 brand new customer to your account, allowing you to store their details and manage their information easily create an invoice generates a brand new invoice for your records or billing needs download a document downloads a selected document from your account to make it available for use in your scenario 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 system list invoices fetches and displays a list of all invoices associated with your account, allowing you to view and manage your billing records easily make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions 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 specific 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 start automated workflows based on those events 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