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eWay-CRM

With eWay-CRM modules in Make, you can create, update, retrieve, search, and delete companies, contacts, deals, journals, projects, tasks, and search drop-down menu values.

To get started with eWay-CRM, create an account at eway-crm.com.

Refer to the eWay-CRM API documentation for the list of available endpoints.

Connect eWay-CRM to Make

To establish the connection:

  1. Log in to your Make account, add any eWay-CRM module to your scenario, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. In the Host drop-down list, select the host type. You can find the host type in the browser address bar. For example, https://free.eway-crm.com/12345/, where free is the host type.

  4. In the Zone drop-down list, select the domain (zone). You can find the domain in the browser address bar. For example, https://free.eway-crm.com/12345/, where .com is the zone.

  5. In the User ID field, type your user ID in eWay-CRM. You can find the user ID in the browser address bar. For example, https://free.eway-crm.com/12345/, where 12345 is the user ID.

  6. Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. To get cliient credentials, contact eWay-CRM support team from your account.

  7. Click Save.

  8. If prompted, authenticate your account and confirm the access.

You have successfully established the connection. You can now edit your scenario and add more eWay-CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build eWay-CRM Scenarios

After connecting the app, you can perform the following actions:

Companies

  • Create a Company

  • Update a Company

  • Get a Company

  • Search Companies

  • Delete a Company

Contacts

  • Create a Contact

  • Update a Contact

  • Get a Contact

  • Search Contacts

  • Delete a Contact

Deals

  • Create a Deal

  • Update a Deal

  • Get a Deal

  • Search Deals

  • Delete a Deal

Journals

  • Create a Journal

  • Update a Journal

  • Get a Journal

  • Search Journals

  • Delete a Journal

Projects

  • Create a Project

  • Update a Project

  • Get a Project

  • Search Projects

  • Delete a Project

Tasks

  • Create a Task

  • Update a Task

  • Get a Task

  • Search Tasks

  • Delete a Task

Drop-Down Menu Values

  • Search Drop-Down Menu Values

Other

  • Make an API Call

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