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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 SALESmanago modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., 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.
To establish the connection, you must:
To obtain the required values from your SALESmanago account:
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Log in to your SALESmanago account.
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Click the Menu icon in the top-left corner, then go to Integration Center > API.
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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 Boost.space Integrator.
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a SALESmanago moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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In the Endpoint, Client ID, and API Secret fields, paste the values copied in the section above.
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In the OwnerCan manage members, managers and owners of a specific space. Can view and manage items. Can edit settings of a given space. field, enter your SALESmanago account’s email address.
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Click Save.
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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 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:
Contacts
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List Contacts
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Get a Contact
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Create a Contact
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Update a Contact
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Delete a Contact
Notes
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Add a Note
Tasks
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Add a Task
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Update a Task
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Delete a Task
Emails
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Send an Email
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Send an Email with Attachment
SMSes
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Send an SMS
Other
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Make an API Call