Simplicate by Maxmel Tech

simplicate is a crm and project management platform for professional service providers, offering modules for sales, projects, time tracking, invoicing, and hrm integrating simplicate with make com enables automated client onboarding, project updates, and invoice workflows across business tools this is ai generated content based on official simplicate documentation the content may still contain errors—please verify important information if you have questions, contact https //simplicate com directly how to get support on simplicate simplicate 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=simplicate\&app slug=simplicate community\&app unique id=simplicate 3z8d6p requirements to use the simplicate app in make, you must have an active simplicate account and api tokens consisting of an api key and api secret, https //simplicate 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/simplicate community/ click the install button follow the on screen instructions to complete the setup connect simplicate and {{product name}} to get started, you must first create a connection between simplicate and {{product name}} , allowing the two services to communicate you can connect using the following method api key,api secret api key instructions you need to create and retrieve your api key and api secret from the simplicate environment login to your simplicate platform using your credentials navigate to the general settings section go to the api section create a new api token for your intended use note the generated authentication key and authentication secret api secret instructions you need to generate an api key and api secret from your simplicate environment login to your simplicate platform using your credentials navigate to the general settings section go to the api section create a new api token for your intended use locate and note the generated authentication key and authentication secret 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=simplicate\&app slug=simplicate community\&app unique id=simplicate 3z8d6p create the connection in {{product name}} https //www make com/en/register , add the simplicate 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 simplicate account 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 simplicate modules after connecting to the simplicate app, you can choose from a list of available modules to build your {{scenario plural lowercase}} convert to project checks whether the specified sale id is eligible to be converted into a project, letting you know if this action is possible create a crm person creates a new contact record in your crm by adding all the relevant details for a person create a document creates a new document within your crm system, allowing you to store and manage important customer related information directly in your crm create a document creates a brand new document from scratch, allowing you to start working with fresh content create a leave creates a new leave record in the hrm system, allowing you to log an employee’s time off or absence create a leave entity creates a new leave record in the hrm system, allowing you to log employee time off such as vacation, sick leave, or other absences create a project creates a brand new project from scratch, allowing you to start organizing tasks and resources right away create a sales document generates a new sales document, such as an invoice or sales order, to help you manage and track your sales transactions create a sales quote generates a customized sales quote template for your business, making it easy to prepare and send professional quotes to your customers create an absence creates a new absence record in the hrm system, allowing you to log when an employee is away from work create an employee creates a new employee record in the hrm system, allowing you to easily add team members and store their details in your human resources database create an external document creates and uploads a new document from an external source, making it available within your system create an invoice creates and adds a brand new invoice to your account, allowing you to keep track of your billing and payments easily create an invoice document generates a detailed invoice document for your transactions create an invoice payment adds a payment to a specific invoice, helping you keep track of when and how an invoice has been paid delete crm document permanently removes the document identified by the specified id from your account delete a crm person permanently removes a specific person from your system using their unique id delete a contact person permanently removes the contact person associated with the specified id from your records delete a document permanently removes a specific document from your collection using the provided document id delete a project permanently removes the specified project from your account using its unique id delete a sales document permanently removes a specific sales document from your system using the provided id delete a sales quote permanently removes a specific sales quote template from your account using the provided id delete an external document permanently removes a specific external document from your system using its unique id delete an hrm absence removes the absence record associated with the specified id from the system delete an invoice permanently removes a specific invoice from your records using its unique id delete an invoice document permanently removes the specific document identified by the provided id from your account get a crm document retrieves a specific document from your crm by using its unique id, allowing you to access detailed information about that particular record get a crm person fetches detailed information about a specific person from the crm using their unique id get a contact person retrieves detailed information about a specific contact person using their unique id get a document retrieves a specific document from your collection using its unique id, allowing you to access all the details stored within that document get a document download fetches and provides access to a specific downloadable file using its unique document id get a document type retrieves detailed information about a specific document type using the provided id get a project retrieves detailed information about a specific project using its unique id get a sales document retrieves detailed information about a specific sales document using its unique id get a sales quote retrieves detailed information for a specific sales quote template using its unique id get an external document retrieves a specific document from an external source using the provided document id get an hrm absence retrieves detailed information about a specific absence using its unique id get an hrm employee retrieves detailed information about a specific employee using their unique id get an invoice retrieves detailed information about a specific invoice using its unique id get an invoice document retrieves a specific invoice document using the unique id you provide, allowing you to access all the details of that particular invoice get an invoice payment retrieves detailed information about a specific payment using its unique id make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access specific features or data that might not be available through the standard modules search crm documents retrieves a complete list of all documents currently stored in your crm, making it easy to access and manage your files in one place search crm persons retrieves a complete list of all contacts stored in your crm, allowing you to access detailed information about each person search contact persons retrieves a complete list of all contact persons from your account, allowing you to view and manage their details easily search document types retrieves a complete list of all available document types, helping you see which kinds of documents you can work with search documents retrieves a complete list of all available documents from your account search employees retrieves a complete list of all employees from your system, allowing you to access detailed information about each team member search external documents retrieves a complete list of documents that are stored outside of your main system, allowing you to access all external files in one place search hrm absences retrieves a complete list of all employee absences, allowing you to easily view and manage time off records for your team search hrm leave retrieves a complete list of all leave records for your employees, giving you an overview of their time off search invoice documents retrieves a complete list of all documents related to your invoices, making it easy to access and manage your invoice records search invoices retrieves a complete list of all payment transactions from your account search invoices retrieves a complete list of all your invoices, allowing you to view and manage every invoice in your account search projects retrieves a complete list of all your projects, allowing you to view and manage every project in your account search sales documents retrieves a complete list of all sales documents that are currently available, making it easy for you to access and review them in one place search sales quotes retrieves a complete list of all quote templates that are available for use in your sales process update a crm person updates the details of a specific person using their unique id update a document updates the content of a specific document using its unique id update a document updates the details of an existing document within your crm system, allowing you to modify information as needed update a leave updates the details of an existing leave request using the specified leave id update a project updates the details of an existing project by specifying its unique id update a sales document updates an existing sales document in your system with new or modified information update a sales quote updates the details of an existing sales quote using its specific id, allowing you to modify information such as pricing, items, or customer details update an employee updates the details of an existing employee in the hrm system, allowing you to modify information such as their contact details, job role, or other personal data update an external document updates the content of a specific external document using its unique id update an hrm absence updates the details of an existing absence record based on the specified id update an invoice updates the details of an existing invoice using its specific id update an invoice document updates the details of an existing invoice document using the provided invoice id update an invoice payment updates the details of an existing payment using the specified payment id watch crm documents this module activates whenever a new document is uploaded or created within your crm, allowing you to automatically kick off workflows based on newly added files watch crm persons this module activates whenever a new contact is created in your crm, allowing you to automatically start workflows whenever someone new is added to your database watch contact persons triggers whenever a new contact person is created in your system, allowing you to automatically start workflows or actions based on the addition of this new contact 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}} simplicate resources you can have access to more resources related to this app on the following links https //community make com/search?q=simplicate https //simplicate com https //support simplicate nl/en/ https //developer simplicate com/getting started https //www make com/en/integrations/simplicate community