Flexie CRM

The Flexie CRM modules allow you to monitor, create, update, send, retrieve, list, and delete the deals, leads, contact, accounts, and custom entities in your Flexi CRM account.

Getting Started with Flexie CRM

Prerequisites

A Flexie CRM account - create an account at flexie.io

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Flexie CRM to Make

To connect your Flexie CRM account to Make you need to obtain the API Key from your Flexie CRM account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Flexie CRM account.

2. Click Your Account Name > Accounts > API Settings.

3. Copy the API Key to your clipboard.

4. Go to Makeand open the Flexie CRM module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Subdomain field, enter your Flexie CRM account's domain name. For example, if your account's URL address is https://www.xyz.flexi.io then your subdomain is xyz.

7. In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

Deals

List Deals

Gets all deals.

Connection	Establish a connection to your Flexi CRM account.
Limit	Set the maximum number of deals Make should return during one execution cycle.
Order By	Select or map the option to sort the deals. For example, `first_name`, `last_name`.
Order Direction	Select or map the order in which you want to list the deals. For example, `ASC` for ascending order.

Get a Deal

Gets a deal.

Connection	Establish a connection to your Flexi CRM account.
Deal ID	Select or map the Deal ID whose details you want to retrieve.

Create a Deal

Creates a deal.

Connection	Establish a connection to your Flexi CRM account.
Pipeline	Select or map the pipeline to create the deal.
Stage	Select or map the deal stage: Prospection Qualification Negotiating Confirmation Won Lost
Name	Enter (map) the deal name.
Amount	Enter (map) the amount expected in the deal.
Close Date	Enter (map) the date by which the deal is closed.

Update a Deal

Updates a deal.

Connection	Establish a connection to your Flexi CRM account.
Deal ID	Select or map the Deal ID whose details you want to update.
Pipeline ID	Select or map the pipeline to create the deal.
Stage	Select or map the deal stage: Prospection Qualification Negotiating Confirmation Won Lost
Name	Enter (map) the deal name.
Amount	Enter (map) the amount expected in the deal.
Close Date	Enter (map) the date by which the deal is closed.

Delete a Deal

Deletes a deal.

Connection	Establish a connection to your Flexi CRM account.
Deal ID	Select or map the Deal ID you want to delete.

Leads

List Leads

Gets all leads.

Connection	Establish a connection to your Flexi CRM account.
Limit	Set the maximum number of leads Make should return during one execution cycle.
Order By	Enter (map) the option to search the leads by the specified filter.
Order Direction	Select or map the direction to list the leads: ASC - Ascending DESC - Descending
Search	Enter (map) the keyword or phrase to list the leads that match the specified query.

Get a Lead

Gets a lead.

Connection	Establish a connection to your Flexi CRM account.
Lead ID	Select or map the Lead ID whose details you want to retrieve.

Create a Lead

Creates a lead.

Connection	Establish a connection to your Flexi CRM account.
Source	Select or map the source of the lead. For example, `Cold Call`.
Status	Select or map the status of the lead and enter the details in the dynamic field that auto-populates based on the selected status. For example, `new`.
First Name	Enter (map) the first name of the lead.
Country	Select or map the lead's country name.
State	Select or map the lead's state name.
UTM Content	Fill in this field to differentiate ads within the campaign.
Last Name	Select or map the lead's last name.
Email	Enter (map) the lead's email address.
UTM	Enter the source where the user comes from. For example, `Twitter`.
Title	Enter (map) the lead's title. For example, `Mr.`.
Phone	Enter (map) the lead's phone number.
Company	Enter (map) the lead's company name.
UTM Medium	Enter the marketing medium. For example, `banner`.
Address Line 1	Enter (map) the lead's street name.
Address Line 2	Enter (map) the lead's street name.
City	Enter (map) the lead's city name.
UTM Campaign	Enter the name of the campaign. For example, `feature launch`.
ZIP	Enter (map) the lead's area zip code.
UTM Term	Enter the term to track specific keywords for paid organic campaigns.
URL Field	Enter (map) the URL address lead's profile or social media.
Time Field	Enter (map) the lead's preferred time.
Email Volume Preferences	Enter (map) the lead's email preferences.
Campaign Preferences	Enter (map) the lead's campaign preference details.
Latitude	Enter (map) the lead's latitude's longitude details.
Longitude	Enter (map) the lead's location's longitude details.
Lookup Field	Select or map the contact's username.
Boolean Field	Select whether the contact is a boolean.
Area Field	Add the contact's area's latitude and longitude details.
Date Type	Enter (map) the date type applicable to the lead.
Tags Field	Add the tags for the lead.
Additional Notes	Enter (map) the additional details of the lead.

Update a Lead

Updates a lead.

Connection	Establish a connection to your Flexi CRM account.
Lead ID	Select or map the Lead ID whose details you want to update.

See the Create a Lead section for the field descriptions.

Delete a Lead

Deletes a lead.

Connection	Establish a connection to your Flexi CRM account.
Lead ID	Select or map the Lead ID you want to delete.

Contacts

List Contacts

Gets all contacts.

Connection	Establish a connection to your Flexi CRM account.
Limit	Set the maximum number of contacts Make should return during one execution cycle.
Order By	Select or map the option to sort the contacts. For example, `first_name`, `last_name`.
Order Direction	Select or map the order in which you want to list the contacts. For example, `ASC` for ascending order.
Search	Enter (map) the keyword or phrase to list the contacts that match the specified query.

Get a Contact

Gets a contact.

Connection	Establish a connection to your Flexi CRM account.
Contact ID	Select or map the Contact ID whose details you want to retrieve.

Create a Contact

Creates a contact.

Connection	Establish a connection to your Flexi CRM account.
First Name	Enter (map) the contact's first name.
Email	Enter (map) the contact's email address.
Status	Enter (map) the contact's status: New Nurture Pending Qualify Trash Watch Closed
Source	Select or map the source from where the contact has come: None Ads Workflow Cold Call Referral Random Meeting Website
Title	Enter (map) the contact's title. For example, `Mr.`.
Last Name	Enter (map) the contact's last name.
Phone	Enter (map) the contact's phone number.
Company	Enter (map) the contact's company name.
Country	Enter (map) the contact's country name.
State	Enter (map) the contact's state name.
City	Enter (map) the contact's city name.
Zip	Enter (map) the contact's area zip code.
Address Line 1	Enter (map) the contact's street address.
Address Line 2	Enter (map) the contact's street name.
UTM Source	Enter the source where the user comes from. For example, `Twitter`.
UTM Medium	Enter the marketing medium. For example, `banner`.
UTM Campaign	Enter the name of the campaign. For example, `feature launch`.
UTM Term	Enter the term to track specific keywords for paid organic campaigns.
UTM Content	Enter the details in this field to differentiate ads within the campaign.
Start	Enter the contact's start time for availability.
End	Enter the contact's availability end time.

Update a Contact

Updates a contact.

Connection	Establish a connection to your Flexi CRM account.
Contact ID	Select or map the Account ID whose details you want to update.

See the Create a Contact section for the field descriptions.

Delete a Contact

Deletes a contact.

Connection	Establish a connection to your Flexi CRM account.
Contact ID	Select or map the Contact ID you want to delete.

Accounts

List Accounts

Get all accounts.

Connection	Establish a connection to your Flexi CRM account.
Limit	Set the maximum number of accounts Make should return during one execution cycle.
Order By	Select or map the option to sort the contacts. For example, `first_name`, `last_name`.
Order Direction	Select or map the order in which you want to list the contacts. For example, `ASC` for ascending order.

Get an Account

Gets an account.

Connection	Establish a connection to your Flexi CRM account.
Account ID	Select or map the Account ID whose details you want to retrieve.

Create an Account

Creates an account.

Connection	Establish a connection to your Flexi CRM account.
First Name	Enter (map) the account's first name.
Email	Enter (map) the account's contact email address.
Status	Enter (map) the account's status: New Nurture Pending Qualify Trash Watch Closed
Source	Select or map the account's source. For example, `Referral`.
Title	Enter (map) the account's title.
Last Name	Enter (map) the account's last name.
Phone	Enter (map) the account's phone number.
Company	Enter (map) the account's company name.
Country	Enter (map) the account's country name.
State	Enter (map) the account's state name.
City	Ente (map) the account's city name.
Zip	Enter (map) the account's area zip code.
Address Line 1	Enter (map) the account's street address.
Address Line 2	Enter (map) the account's street address.
UTM Source	Enter the source where the account comes from. For example, `Twitter`.
UTM Medium	Enter the marketing medium. For example, `banner`.
UTM Campaign	Enter the name of the campaign. For example, `feature launch`.
UTM Term	Enter the term to track specific keywords for paid organic campaigns.
UTM Content	Enter the details in this field to differentiate ads within the campaign.
Start	Enter (map) the account's start time.
End	Enter (map) the account's end time.

Update an Account

Updates an account.

Connection	Establish a connection to your Flexi CRM account.
Account ID	Select or map the Account ID whose details you want to update.

See the Create an Account section for the field descriptions.

Delete an Account

Deletes an account.

Connection	Establish a connection to your Flexi CRM account.
Account ID	Select or map the Account ID you want to delete.

Custom Entities

List Custom Entities

Gets all custom entities.

Connection	Establish a connection to your Flexi CRM account.
Custom Entity	Select or map the custom entity whose entities you want to list.
Limit	Set the maximum number of custom entities Make should return during one execution cycle.
Order By	Select or map the option to sort the contacts. For example, `first_name`, `last_name`.
Order Direction	Select or map the order in which you want to list the contacts. For example, `ASC` for ascending order.

Get a Custom Entity

Gets a custom entity.

Connection	Establish a connection to your Flexi CRM account.
Custom Entity	Select or map the custom entity whose entity details you want to retrieve.
Custom Entity ID	Select or map the Custom Entity ID whose details you want to retrieve.

Create a Custom Entity

Creates a custom entity.

Connection	Establish a connection to your Flexi CRM account.
Custom Entity	Select or map the custom entity in which you want to create the entity.
Name	Enter (map) the entity name.

Update a Custom Entity

Updates a custom entity.

Connection	Establish a connection to your Flexi CRM account.
Custom Entity	Select or map the custom entity whose entity details you want to update.
Custom Entity ID	Select or map the entity whose details you want to update.
Name	Enter (map) a new name for the entity. If there are any additional dynamic fields related to the entity, update the details.

Delete a Custom Entity

Deletes a custom entity.

Connection	Establish a connection to your Flexi CRM account.
Custom Entity	Select or map the custom entity whose entities you want to delete.
Custom Entity ID	Select or map the Custom Entity ID you want to delete.

Tiggers

See Setting Up Flexie CRM Webhooks to add webhooks in your Flexie CRM account.

Universal Trigger

Triggers when the entity to which you attached the webhook is executed.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Flexi CRM account.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Flexi CRM account.
URL	Enter a path relative to `https://<subdomain>.flexie.io/api` For example: `/leads` Note For the list of available endpoints, refer to the Flexie CRM API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Accounts

The following API call returns all the accounts from your Flexie CRM account:

URL: /accounts?limit=10

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body > accounts. In our example, 10 (of total 102) accounts were returned:

Setting Up Flexie CRM Webhooks

1. Open the Universal Trigger module, establish a connection, click Save and copy the URL address to your clipboard. Click OK and save the trigger.

2. Log in to your Flexie CRM account. Click Workflows > enter a name for the workflow > Click Apply. In the Published section, select Yes.

3. Click Workflow Engine, click Entity Engine and select the events for which you want to receive the triggers.

4. In the Actions sections, click Webhooks. Enter a name for the webhook, in the URL field, add the URL address copied in step 1, fill in the other field details as required, and click Add.

5. Connect the workflows using the connector, and Click Done.

6. Click Save and Close.

You have successfully added the webhooks.

In this section:

Flexie CRM

Getting Started with Flexie CRM

Note

Connecting Flexie CRM to Make

Deals

List Deals

Get a Deal

Create a Deal

Update a Deal

Delete a Deal

Leads

List Leads

Get a Lead

Create a Lead

Update a Lead

Delete a Lead

Contacts

List Contacts

Get a Contact

Create a Contact

Update a Contact

Delete a Contact

Accounts

List Accounts

Get an Account

Create an Account

Update an Account

Delete an Account

Custom Entities

List Custom Entities

Get a Custom Entity

Create a Custom Entity

Update a Custom Entity

Delete a Custom Entity

Tiggers

Universal Trigger

Other

Make an API Call

Note

Example of Use - List Accounts

Setting Up Flexie CRM Webhooks

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