| Active |
|---|
| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Custify modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the people, companies, notes, tags, tickets, tasks, events, requests, comments, deals, invoices, subscriptions, files, and custom data objects in your Custify account.
To use the Custify modules, you must have a Custify account. You can create an account at custify.com.
Refer to the Custify API documentation for a list of available endpoints.
To establish the connection, you must:
To obtain your API key from your Custify account:
-
Log in to your Custify account.
-
In the upper right corner, click your Account name > My Account.
-
In the left sidebar, click API access.
-
Click Generate API key.
-
In the Description field, enter a name for the API key and click Generate.
-
Copy the API key value shown and store it in a safe place.
You will use this value in the API Key field in Boost.space Integrator.
To establish the connection in Boost.space Integrator:
-
Log in to your Boost.space Integrator account, add a Custify modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
-
Optional: In the Connection name field, enter a name for the connection.
-
In the API Key field, enter the API key copied above.
-
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 Custify modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Custify ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
People
-
Watch People
-
Add People
-
Update People
-
Get People
-
Search People
-
Delete People
-
Add a Tag to the People
-
Remove a Tag from the People
Companies
-
Watch Companies
-
Create a Company
-
Update a Company
-
Get a Company
-
Search Companies
-
List Company People
-
Delete a Company
Notes
-
Watch Notes
-
Create a Note
-
Update a Note
-
List Notes
Tags
-
Watch Tags
-
Create a Tag
-
Get a Tag
-
Update a Tag
-
List Tags
-
Delete a Tag
-
Add a Tag to the Entity
-
Remove a Tag from the Entity
Tickets
-
Create a Ticket
-
Update a Ticket
-
Delete a Ticket
-
Add a Reply to the Ticket
Tasks
-
Create a Task
-
Update a Task
-
Get a Task
-
Search Tasks
-
Get Available Filter Values
Events
-
Insert an Event
Requests
-
Send a Batch Request
Comments
-
Watch Comments
-
Create a Comment
-
Update a Comment
-
List Comments
Deals
-
Watch Deals
-
Create a Deal
-
Update a Deal
-
List Deals
-
Delete a Deal
Invoices
-
Watch Invoices
-
Create an Invoice
-
Update an Invoice
-
List Invoices
-
Delete an Invoice
Subscriptions
-
Watch Subscriptions
-
Create a Subscription
-
Update a Subscription
-
List Subscriptions
-
Delete a Subscription
Other
-
Make an API Call
-
Upload a File
-
List Files
-
Unlink a File
-
Add or Update a Custom Data Object
-
Delete a Custom Data Object