SALESmanago
With SALESmanago modules in Make, you can manage contacts and tasks, add notes, and send emails and SMSes in your SALESmanago account.
To use the SALESmanago modules, you must have a paid SALESmanago account. You can create an account at salesmanago.com. For subscription information, refer to the SALESmanago Pricing page.
Refer to the SALESmanago API documentation for a list of available endpoints.
Connect SALESmanago to Make
To establish the connection, you must:
Obtain your Endpoint, Client ID, and API secret in SALESmanago
To obtain the required values from your SALESmanago account:
Log in to your SALESmanago account.
Click the Menu icon in the top-left corner, then go to Integration Center > API.
Copy the Endpoint, Client ID and API Secret values shown and store them in a safe place.
You will use these values in the Endpoint, Client ID and API Secret fields in Make.
Establish the connection with SALESmanago in Make
To establish the connection in Make:
Log in to your Make account, add a SALESmanago module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Endpoint, Client ID, and API Secret fields, paste the values copied in the section above.
In the Owner field, enter your SALESmanago account's email address.
Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more SALESmanago modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build SALESmanago Scenarios
After connecting the app, you can perform the following actions:
List Contacts
Get a Contact
Create a Contact
Update a Contact
Delete a Contact
Add a Note
Add a Task
Update a Task
Delete a Task
Send an Email
Send an Email with Attachment
Send an SMS
Make an API Call