CRM and Sales tools
Xentral by Maxmel Tech
34 min
xentral is a cloud based erp platform for smbs, offering tools for order management, warehousing, accounting, crm, and more integrating with make com enables automated workflows across business processes, enhancing efficiency and connectivity with 200+ marketplaces and tools this is ai generated content based on official xentral documentation the content may still contain errors—please verify important information if you have questions, contact xentral support directly how to get support on xentral xentral 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=xentral\&app slug=xentral community\&app unique id=xentral pwntqx requirements to use the xentral app in make, you must have an active xentral account with api access enabled, create your account on xentral 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 xentral and {{product name}} to get started, you must first create a connection between xentral and {{product name}} , allowing the two services to communicate you can connect using the following method personal access token (pat) personal access token (pat) instructions you need to create a personal access token to authenticate with the api ensure you have admin rights on the platform go to the administration menu and select account settings navigate to developer settings and select personal access tokens click on create token enter a unique name for your token click create token to generate your personal access token copy the generated personal access token and store it securely you will not be able to view it again after closing the window 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=xentral\&app slug=xentral community\&app unique id=xentral pwntqx create the connection in {{product name}} log in in your make account , add the xentral 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 xentral 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 xentral modules after connecting to the xentral app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a purchase order this module allows you to cancel an existing purchase order within the system, ensuring that the order is no longer processed or fulfilled create a contact person adds a new contact person to your database, storing their details for easy management and future reference create a customer adds a new customer to your account, storing their details in the system for future use create a customer address adds a new address to a customer's profile, allowing you to store and manage customer location details create a liability adds a new liability entry to your system, allowing you to track and manage financial obligations more effectively create a product adds a new product to your inventory system, allowing you to track and manage it within your inventory create a purchase order creates a brand new purchase order in your account, allowing you to record and track orders for goods or services within the system create a user adds a brand new user account to your system, allowing you to register and manage new individuals within your platform create an invoice generates a new invoice in the system for a particular transaction or order, making it easy to track and manage your billing records delete a contact person permanently removes a specific contact person from your account in the service delete a customer permanently removes a selected customer and all their associated information from the service delete a customer address permanently removes a specific customer address from your database, ensuring that the selected address is no longer stored or accessible delete a draft sales order permanently removes a draft sales order from your system, ensuring it’s no longer available or visible in your records delete a product permanently removes a selected product from your inventory, ensuring it is no longer available or listed in your records delete a user permanently removes a selected user and all their associated data from the system delete an invoice permanently removes a selected invoice from your account, ensuring it is no longer available in the system get a contact person fetches detailed information about a specific contact person using their unique id get a customer fetches detailed information about a specific customer using their id or other identifying details get a customer address fetches detailed information about a specific customer address from the service get a liability fetches detailed information about a particular liability, giving you all the relevant data associated with that specific liability get a payment transaction fetches detailed information about a specific payment transaction, allowing you to view its status, amount, and other related details get a product fetches detailed information about a specific product from the service by using unique identifiers like the product id or product name get a purchase order fetches detailed information about a specific purchase order using its unique id get a sales order fetches detailed information about a specific sales order from the service get a user fetches and displays detailed information about a specific user when you provide their user id get an invoice fetches a specific invoice from the service, allowing you to access all its details for review or further processing import a sales order adds a new sales order to your system by importing all the relevant order details list contact persons fetches a complete list of all contact persons from your account, allowing you to view and manage everyone stored in your contact database list customer addresses retrieves a complete list of all addresses associated with a customer list customers fetches a complete list of all customers from your connected service, allowing you to view and manage customer details easily list employees fetches a complete list of all employees in your system list invoices fetches a complete list of all your invoices, allowing you to view and manage every invoice in your account list liabilities fetches a complete list of all liabilities, giving you an overview of every outstanding obligation in your account list products fetches a complete list of all available products from your store, allowing you to view and manage your entire product catalog list purchase orders retrieves a complete list of all your purchase orders, allowing you to view and manage every order in your system list sales orders fetches a complete list of all your sales orders, allowing you to view and manage every order in your system list users fetches a complete list of all users in your account, allowing you to view details for each user make an api call allows you to make a custom, authorized api request to the service, enabling you to access endpoints and features not covered by the standard modules release a purchase order this module releases a purchase order within the system, officially starting the procurement process and allowing your team to begin acquiring the requested goods or services update a contact person updates the details of an existing contact person in the system with the latest information you provide, such as their name, email address, or phone number update a customer updates the details of an existing customer in the selected database, allowing you to modify their information as needed update a customer address updates the address information for an existing customer in your system, ensuring their contact details are current update a product updates the details of an existing product in your inventory system, such as its name, description, price, or stock quantity update a purchase order allows you to update an existing purchase order by adding new details or modifying its current information update a sales order updates the details of an existing sales order in the system, allowing you to modify information such as items, quantities, prices, or customer details as needed update a user allows you to update and modify a user's information within the system, such as their name, contact details, or other profile data update an invoice updates an existing invoice in the system by adding or modifying its details, such as customer information, item descriptions, amounts, or payment terms watch events the "watch events" module actively monitors your selected app for new events as they happen and instantly triggers your scenario whenever a specified event occurs this helps you automate workflows by responding in real time to changes or activities within the app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} xentral resources you can have access to more resources related to this app on the following links xentral website xentral documentation xentral api documentation xentral page on make