Business Operations and ERPs
weclapp by #makeitfuture.
37 min
weclapp is a cloud based erp platform offering solutions for crm, project management, invoicing, and inventory integrating with make com enables automated workflows, connecting business processes and data across multiple apps for improved efficiency and productivity 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 //www weclapp com/en/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 z9gz53 5s74fk requirements to use the weclapp app in make, you must have an active account and a user specific api token, null 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 api token from your account settings ensure you are logged in to the platform click on your username to open the user menu select 'meine einstellungen' (my settings) from the menu locate the section labeled 'api token' authenticate again if prompted, as this is a security sensitive action copy your api token from the displayed field 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 z9gz53 5s74fk 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}} cancel or manually close sales order sure! please provide the original text you'd like me to rephrase create contact adds a new contact to your account with the details you provide create a customer sure! please provide the original text or module description you'd like me to rephrase create a lead adds a new lead to your system, allowing you to capture and manage potential customer information create a party absolutely! this module allows you to quickly retrieve detailed information about a specific record, helping you access all the important data you need in just a few clicks create a purchase invoice sure! could you please provide the original text or module description you'd like me to rephrase? create a purchase invoice from purchase order sure! could you please provide the original text or module description you'd like me to rephrase? create a purchase order absolutely! this module lets you automatically create new records in your salesforce account, saving you time and helping you keep your data organized without manual entry create a quotation absolutely! this module lets you send customized sms messages directly to any phone number you choose, making it easy to keep your contacts informed or send important notifications right from your workflow create a sales invoice sure! please provide the original text or module description you'd like me to rephrase create a sales invoice from sales order absolutely! this module lets you easily retrieve detailed information about a specific record from your selected database or service, helping you access the data you need quickly and efficiently create a sales order sure! please provide the original text or module description you'd like me to rephrase create a supplier sure! please provide the original text or module description you'd like me to rephrase create a ticket sure! please provide the original text or module description you'd like me to rephrase delete a customer permanently remove a specific customer from your system by providing their unique customer id delete a party sure! this module allows you to automatically send a message to a selected slack channel, making it easy to keep your team updated or share important information right when you need it delete a quotation absolutely! this module lets you automatically create a new row in your selected google sheets spreadsheet, making it easy to add and organize your data without manual entry delete a sales invoice permanently removes a specific sales invoice from your records by using its unique id delete a supplier sure! please provide the original text or module description you'd like me to rephrase download latest quotation pdf download the most recent quotation as a pdf file this module retrieves the latest version of your quotation and saves it in pdf format for easy access or sharing download latest sales invoice pdf download the pdf file of the most recent sales invoice get contact by id retrieve detailed information about a specific contact using their unique id get document content retrieve the full content of a specific document, allowing you to access and use all the information stored within that document get a customer retrieves detailed information about a specific customer by using their unique customer id get a party sure! please provide the original text or module description you'd like me to rephrase get a purchase invoice absolutely! this module lets you easily retrieve a list of all your contacts, so you can view and manage everyone in your database in one convenient place get a purchase order sure! please provide the original text or module description you'd like me to rephrase get a quotation retrieves detailed information about a specific quotation by using its unique id get a sales invoice sure! could you please provide the original text or module description you'd like me to rephrase? get a sales order absolutely! this module allows you to automatically retrieve detailed information about a specific item, helping you stay up to date and make informed decisions based on the latest data available get a supplier of course! please provide the original text or module description you'd like me to rephrase get a ticket of course! please provide the original text or content you'd like me to rephrase list contacts retrieve a complete list of all your contacts from your account list customers fetches a complete list of all customers from your account, allowing you to view and manage customer details in one place list parties fetches a complete list of all parties, allowing you to view detailed information about each one list purchase invoices fetches a complete list of all your purchase invoices, allowing you to view and manage every invoice record in your account list purchase orders fetches a complete list of all purchase orders, allowing you to view and manage every order in your system list quotations fetches a complete list of all quotations stored in your account, allowing you to view and manage every quote in one place list sales invoices fetches a complete list of all your sales invoices, allowing you to view and manage every invoice generated in your account list sales orders fetches a complete list of all sales orders from your system, allowing you to view and manage every order in one place list suppliers fetches a complete list of all suppliers from your account, allowing you to view and manage supplier details easily list tickets fetches a complete list of all support tickets from your system, allowing you to view and manage every ticket in one place make an api request absolutely! this module lets you easily retrieve detailed information about a specific record in your salesforce account just provide the record’s unique id, and you’ll get all its data in one step update a customer updates the details of an existing customer by using their unique customer id update a lead updates the details of a specific lead by using its unique id update a party updates the details of a specific party by using its unique id update a purchase invoice allows you to update the details of an existing purchase invoice by specifying its unique id update a purchase order allows you to update the details of an existing purchase order by specifying its unique id this module lets you modify information such as items, quantities, or other order details as needed update a quotation updates the details of an existing quotation by specifying its unique id update a sales invoice updates the details of an existing sales invoice by specifying its unique id this allows you to modify information such as invoice items, amounts, or customer details for a particular invoice update a sales order updates the details of an existing sales order by specifying its unique id update a supplier updates the details of a specific supplier by using their unique id update a ticket status absolutely! this module lets you easily create a new row in your selected google sheets spreadsheet, allowing you to quickly add and organize your data exactly where you need it upload document upload document this module allows you to add a new document by uploading a file from your device to the selected service, making it easy to store and manage your important files online 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